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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101   879,013 1,742 SH   SOLE   0 0 1,742
ADVANCED MICRO DEVICES INC COM 007903107   38,308,461 212,247 SH   SOLE   0 0 212,247
ADVANCED MICRO DEVICES INC COM 007903107   7,619,061 64,100 SH Call SOLE   0 0 64,100
ADVANCED MICRO DEVICES INC COM 007903107   4,188,601 48,100 SH Call SOLE   0 0 48,100
ADVANCED MICRO DEVICES INC COM 007903107   52,478 500 SH Call SOLE   0 0 500
ADVANCED MICRO DEVICES INC COM 007903107   1,680,517 13,600 SH Call SOLE   0 0 13,600
ADVANCED MICRO DEVICES INC COM 007903107   1,210,570 10,600 SH Call SOLE   0 0 10,600
ADVANCED MICRO DEVICES INC COM 007903107   13,080,665 136,400 SH Call SOLE   0 0 136,400
ADVANCED MICRO DEVICES INC COM 007903107   256,173 2,800 SH Call SOLE   0 0 2,800
ADVANCED MICRO DEVICES INC COM 007903107   723,147 6,600 SH Call SOLE   0 0 6,600
ADVANCED MICRO DEVICES INC COM 007903107   271,098 2,700 SH Call SOLE   0 0 2,700
ADVANCED MICRO DEVICES INC COM 007903107   267,775 2,500 SH Call SOLE   0 0 2,500
ADVANCED MICRO DEVICES INC COM 007903107   164,547 1,800 SH Call SOLE   0 0 1,800
ADVANCED MICRO DEVICES INC COM 007903107   19,175 200 SH Call SOLE   0 0 200
ADVANCED MICRO DEVICES INC COM 007903107   495,232 4,800 SH Call SOLE   0 0 4,800
ADVANCED MICRO DEVICES INC COM 007903107   9,952 100 SH Call SOLE   0 0 100
ADVANCED MICRO DEVICES INC COM 007903107   222,203 2,000 SH Call SOLE   0 0 2,000
ADVANCED MICRO DEVICES INC COM 007903107   99,625 1,000 SH Call SOLE   0 0 1,000
ADVANCED MICRO DEVICES INC COM 007903107   47,760 500 SH Call SOLE   0 0 500
ALPHABET INC CAP STK CL A 02079K305   241,488 1,600 SH   SOLE   0 0 1,600
APPLE INC COM 037833100   35,767,701 208,582 SH   SOLE   0 0 208,582
APPLE INC COM 037833100   1,051,556 19,800 SH Call SOLE   0 0 19,800
APPLE INC COM 037833100   39,332 700 SH Call SOLE   0 0 700
APPLE INC COM 037833100   52,371 1,300 SH Call SOLE   0 0 1,300
APPLE INC COM 037833100   230,261 4,000 SH Call SOLE   0 0 4,000
APPLE INC COM 037833100   231,052 5,200 SH Call SOLE   0 0 5,200
APPLE INC COM 037833100   112,053 2,300 SH Call SOLE   0 0 2,300
APPLE INC COM 037833100   12,201 600 SH Call SOLE   0 0 600
APPLE INC COM 037833100   15,924 700 SH Call SOLE   0 0 700
APPLE INC COM 037833100   15,642 300 SH Call SOLE   0 0 300
APPLE INC COM 037833100   60,611 1,000 SH Call SOLE   0 0 1,000
ARISTA NETWORKS INC COM 040413106   289,980 1,000 SH   SOLE   0 0 1,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,364,160 8,000 SH   SOLE   0 0 8,000
BROADCOM INC COM 11135F101   1,722,039 1,299 SH   SOLE   0 0 1,299
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   1,763,663 41,972 SH   SOLE   0 0 41,972
BROOKFIELD CORP CL A LTD VT SH 11271J107   27,391,319 654,199 SH   SOLE   0 0 654,199
CADENCE DESIGN SYSTEM INC COM 127387108   389,100 1,250 SH   SOLE   0 0 1,250
COHERENT CORP COM 19247G107   19,522,004 322,039 SH   SOLE   0 0 322,039
COHERENT CORP COM 19247G107   424 100 SH Call SOLE   0 0 100
COHERENT CORP COM 19247G107   1,512,755 41,600 SH Call SOLE   0 0 41,600
COHERENT CORP COM 19247G107   28,914 800 SH Call SOLE   0 0 800
COHERENT CORP COM 19247G107   111,431 3,000 SH Call SOLE   0 0 3,000
COHERENT CORP COM 19247G107   140,877 5,000 SH Call SOLE   0 0 5,000
COHERENT CORP COM 19247G107   85,083 3,500 SH Call SOLE   0 0 3,500
COHERENT CORP COM 19247G107   85,525 2,600 SH Call SOLE   0 0 2,600
COSTCO WHSL CORP NEW COM 22160K105   17,247,579 23,542 SH   SOLE   0 0 23,542
CROWDSTRIKE HLDGS INC CL A 22788C105   94,262 500 SH Call SOLE   0 0 500
CROWDSTRIKE HLDGS INC CL A 22788C105   11,971,792 37,343 SH   SOLE   0 0 37,343
CROWDSTRIKE HLDGS INC CL A 22788C105   192,572 1,000 SH Call SOLE   0 0 1,000
CROWDSTRIKE HLDGS INC CL A 22788C105   514,210 2,600 SH Call SOLE   0 0 2,600
CROWDSTRIKE HLDGS INC CL A 22788C105   482,870 2,500 SH Call SOLE   0 0 2,500
ELI LILLY & CO COM 532457108   64,651,604 83,104 SH   SOLE   0 0 83,104
EQT CORP COM 26884L109   1,588,826 42,860 SH   SOLE   0 0 42,860
EQUINOR ASA SPONSORED ADR 29446M102   4,539,418 167,940 SH   SOLE   0 0 167,940
HONEYWELL INTL INC COM 438516106   3,514,913 17,125 SH   SOLE   0 0 17,125
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101   8,990,743 1,269,879 SH   SOLE   0 0 1,269,879
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101   130 500 SH Call SOLE   0 0 500
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101   507 300 SH Call SOLE   0 0 300
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101   71,232 15,500 SH Call SOLE   0 0 15,500
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101   293,750 62,500 SH Call SOLE   0 0 62,500
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101   12,196 4,000 SH Call SOLE   0 0 4,000
INTERNATIONAL BUSINESS MACHS COM 459200101   13,250,743 69,390 SH   SOLE   0 0 69,390
KINDER MORGAN INC DEL COM 49456B101   1,357,160 74,000 SH   SOLE   0 0 74,000
LAM RESEARCH CORP COM 512807108   208,024 214 SH   SOLE   0 0 214
LINDE PLC SHS G54950103   464,320 1,000 SH   SOLE   0 0 1,000
LOCKHEED MARTIN CORP COM 539830109   9,530,436 20,952 SH   SOLE   0 0 20,952
MARKEL GROUP INC COM 570535104   509,696 335 SH   SOLE   0 0 335
MARVELL TECHNOLOGY INC COM 573874104   7,877,046 111,132 SH   SOLE   0 0 111,132
MARVELL TECHNOLOGY INC COM 573874104   90,759 2,400 SH Call SOLE   0 0 2,400
MARVELL TECHNOLOGY INC COM 573874104   2,562,754 72,000 SH Call SOLE   0 0 72,000
MARVELL TECHNOLOGY INC COM 573874104   806,414 20,900 SH Call SOLE   0 0 20,900
MARVELL TECHNOLOGY INC COM 573874104   114,100 3,100 SH Call SOLE   0 0 3,100
MARVELL TECHNOLOGY INC COM 573874104   856,325 25,600 SH Call SOLE   0 0 25,600
MARVELL TECHNOLOGY INC COM 573874104   46,996 1,500 SH Call SOLE   0 0 1,500
MARVELL TECHNOLOGY INC COM 573874104   131,715 4,500 SH Call SOLE   0 0 4,500
MERCK & CO INC COM 58933Y105   6,375,428 48,317 SH   SOLE   0 0 48,317
MEXICO FD INC COM 592835102   204,579 10,644 SH   SOLE   0 0 10,644
MICRON TECHNOLOGY INC COM 595112103   7,400,545 62,775 SH   SOLE   0 0 62,775
MICROSOFT CORP COM 594918104   11,713,931 27,843 SH   SOLE   0 0 27,843
NOVO-NORDISK A S ADR 670100205   5,650,887 44,010 SH   SOLE   0 0 44,010
NVIDIA CORPORATION COM 67066G104   29,682,887 32,851 SH   SOLE   0 0 32,851
NVIDIA CORPORATION COM 67066G104   154,217 200 SH Call SOLE   0 0 200
NVIDIA CORPORATION COM 67066G104   1,158,058 2,200 SH Call SOLE   0 0 2,200
NVIDIA CORPORATION COM 67066G104   55,601 100 SH Call SOLE   0 0 100
NVIDIA CORPORATION COM 67066G104   108,052 200 SH Call SOLE   0 0 200
NVIDIA CORPORATION COM 67066G104   3,327,789 5,900 SH Call SOLE   0 0 5,900
NVIDIA CORPORATION COM 67066G104   6,100,917 11,200 SH Call SOLE   0 0 11,200
NVIDIA CORPORATION COM 67066G104   53,243 100 SH Call SOLE   0 0 100
NVIDIA CORPORATION COM 67066G104   49,841 100 SH Call SOLE   0 0 100
NVIDIA CORPORATION COM 67066G104   339,645 600 SH Call SOLE   0 0 600
NVIDIA CORPORATION COM 67066G104   102,175 200 SH Call SOLE   0 0 200
NVIDIA CORPORATION COM 67066G104   98,943 200 SH Call SOLE   0 0 200
NVIDIA CORPORATION COM 67066G104   30,467,223 55,000 SH Call SOLE   0 0 55,000
NVIDIA CORPORATION COM 67066G104   1,702,967 3,100 SH Call SOLE   0 0 3,100
NVIDIA CORPORATION COM 67066G104   12,474,525 22,900 SH Call SOLE   0 0 22,900
NVIDIA CORPORATION COM 67066G104   486,121 900 SH Call SOLE   0 0 900
NVIDIA CORPORATION COM 67066G104   60,162 100 SH Call SOLE   0 0 100
NVIDIA CORPORATION COM 67066G104   104,371 200 SH Call SOLE   0 0 200
NVIDIA CORPORATION COM 67066G104   155,197 300 SH Call SOLE   0 0 300
NVIDIA CORPORATION COM 67066G104   371,646 700 SH Call SOLE   0 0 700
NVIDIA CORPORATION COM 67066G104   1,874,350 3,500 SH Call SOLE   0 0 3,500
NVIDIA CORPORATION COM 67066G104   7,986,437 14,100 SH Call SOLE   0 0 14,100
NVIDIA CORPORATION COM 67066G104   14,110,129 25,300 SH Call SOLE   0 0 25,300
NVIDIA CORPORATION COM 67066G104   1,595,855 3,000 SH Call SOLE   0 0 3,000
NVIDIA CORPORATION COM 67066G104   47,004 100 SH Call SOLE   0 0 100
NVIDIA CORPORATION COM 67066G104   4,833,681 8,600 SH Call SOLE   0 0 8,600
NVIDIA CORPORATION COM 67066G104   3,209,623 5,800 SH Call SOLE   0 0 5,800
NVIDIA CORPORATION COM 67066G104   31,811 100 SH Call SOLE   0 0 100
NVIDIA CORPORATION COM 67066G104   864,708 1,600 SH Call SOLE   0 0 1,600
NVIDIA CORPORATION COM 67066G104   1,098,108 2,000 SH Call SOLE   0 0 2,000
NVIDIA CORPORATION COM 67066G104   873,164 1,500 SH Call SOLE   0 0 1,500
NVIDIA CORPORATION COM 67066G104   575,130 1,000 SH Call SOLE   0 0 1,000
NVIDIA CORPORATION COM 67066G104   116,776 200 SH Call SOLE   0 0 200
NVIDIA CORPORATION COM 67066G104   104,697 200 SH Call SOLE   0 0 200
NVIDIA CORPORATION COM 67066G104   1,798,694 3,100 SH Call SOLE   0 0 3,100
NVIDIA CORPORATION COM 67066G104   113,609 200 SH Call SOLE   0 0 200
NVIDIA CORPORATION COM 67066G104   114,812 200 SH Call SOLE   0 0 200
NVIDIA CORPORATION COM 67066G104   117,231 200 SH Call SOLE   0 0 200
NVIDIA CORPORATION COM 67066G104   972,543 1,700 SH Call SOLE   0 0 1,700
NVIDIA CORPORATION COM 67066G104   336,013 600 SH Call SOLE   0 0 600
NVIDIA CORPORATION COM 67066G104   230,457 400 SH Call SOLE   0 0 400
NVIDIA CORPORATION COM 67066G104   53,635 100 SH Call SOLE   0 0 100
NVIDIA CORPORATION COM 67066G104   175,109 500 SH Call SOLE   0 0 500
NVIDIA CORPORATION COM 67066G104   103,853 200 SH Call SOLE   0 0 200
OCCIDENTAL PETE CORP COM 674599105   402,938 6,200 SH   SOLE   0 0 6,200
RH COM 74967X103   881,446 2,531 SH   SOLE   0 0 2,531
RTX CORPORATION COM 75513E101   6,117,378 62,723 SH   SOLE   0 0 62,723
SEMPRA COM 816851109   581,823 8,100 SH   SOLE   0 0 8,100
SERVICENOW INC COM 81762P102   1,067,360 1,400 SH   SOLE   0 0 1,400
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   47,100 10,000 SH   SOLE   0 0 10,000
SIMON PPTY GROUP INC NEW COM 828806109   641,609 4,100 SH   SOLE   0 0 4,100
SNOWFLAKE INC CL A 833445109   961,520 5,950 SH   SOLE   0 0 5,950
SOUTHWESTERN ENERGY CO COM 845467109   511,650 67,500 SH   SOLE   0 0 67,500
SUPER MICRO COMPUTER INC COM 86800U104   202,006 200 SH   SOLE   0 0 200
SYNOPSYS INC COM 871607107   205,740 360 SH   SOLE   0 0 360
TESLA INC COM 88160R101   633,196 3,602 SH   SOLE   0 0 3,602
THERMO FISHER SCIENTIFIC INC COM 883556102   7,342,426 12,633 SH   SOLE   0 0 12,633