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
APPLE INC COM 037833100   4,278,598 22,223 SH   SOLE   0 0 22,223
ALBEMARLE CORP COM 012653101   1,836,630 12,712 SH   SOLE   0 0 12,712
APPLIED MATLS INC COM 038222105   3,869,800 23,877 SH   SOLE   0 0 23,877
AMGEN INC COM 031162100   3,383,132 11,746 SH   SOLE   0 0 11,746
ALEXANDERIA REAL ESTATE EQ IN COM 015271109   2,597,010 20,486 SH   SOLE   0 0 20,486
BOEING CO COM 097023105   3,153,581 12,098 SH   SOLE   0 0 12,098
BLACKROCK RES & COMMODITIES SHS 09257A108   186,436 20,995 SH   SOLE   0 0 20,995
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,966,102 11,120 SH   SOLE   0 0 11,120
CARRIER GLOBAL CORPORATION COM 14448C104   215,552 3,752 SH   SOLE   0 0 3,752
CATERPILLAR INC COM 149123101   219,978 744 SH   SOLE   0 0 744
CVS HEALTH CORP COM 126650100   549,158 6,955 SH   SOLE   0 0 6,955
CHEVRON CORP NEW COM 166764100   2,313,880 15,513 SH   SOLE   0 0 15,513
DATADOG INC CL A COM 23804L103   2,224,167 18,324 SH   SOLE   0 0 18,324
DEERE & CO COM 244199105   4,619,138 11,552 SH   SOLE   0 0 11,552
DISNEY WALT CO COM 254687106   3,446,916 38,176 SH   SOLE   0 0 38,176
ENPHASE ENERGY INC COM 29355A107   2,409,705 18,236 SH   SOLE   0 0 18,236
WISDOMTREE TR INDIA ERNGS FD 97717W422   3,188,677 77,773 SH   SOLE   0 0 77,773
FREEPORT-MCMORAN INC CL B 35671D907   4,175,661 98,089 SH   SOLE   0 0 98,089
FIRST SOLAR INC COM 336433107   2,752,662 15,978 SH   SOLE   0 0 15,978
GENERAL MTRS CO COM 37045V100   2,749,078 76,533 SH   SOLE   0 0 76,533
ALPHABET INC CAP STK CL C 02079K107   3,849,559 27,315 SH   SOLE   0 0 27,315
HONEYWELL INTL INC COM 438516106   219,776 1,048 SH   SOLE   0 0 1,048
ISHARES TR MSCI INDIA ETF 46429B598   417,306 8,543 SH   SOLE   0 0 8,543
INTEL CORP COM 458140100   338,735 6,741 SH   SOLE   0 0 6,741
KINSALE CAP GROUP INC COM 49714P108   1,416,343 4,229 SH   SOLE   0 0 4,229
KROGER CO COM 501044101   228,357 4,996 SH   SOLE   0 0 4,996
LOWES COS INC COM 548661107   3,278,961 14,734 SH   SOLE   0 0 14,734
LIVENT CORP COM 53814L108   1,906,473 106,033 SH   SOLE   0 0 106,033
SOUTHWEST AIRLS CO COM 844741108   4,447,232 153,990 SH   SOLE   0 0 153,990
MAGNA INTL INC COM 559222401   3,058,312 51,766 SH   SOLE   0 0 51,766
MICROSOFT COM 594918104   3,630,700 9,655 SH   SOLE   0 0 9,655
MERITAGE HOMES CORP COM 59001A102   2,826,252 16,224 SH   SOLE   0 0 16,224
NUCOR CORP COM 670346105   345,295 1,984 SH   SOLE   0 0 1,984
UNIVERSAL DISPLAY CORP COM 91347P105   1,073,288 5,612 SH   SOLE   0 0 5,612
PFIZER INC COM 717081103   2,301,575 79,944 SH   SOLE   0 0 79,944
PINTEREST INC CL A 72352L106   1,230,767 33,228 SH   SOLE   0 0 33,228
PURE STORAGE INC CL A 74624M102   2,430,709 68,163 SH   SOLE   0 0 68,163
ROCKWELL AUTOMATION INC COM 773903109   1,446,837 4,660 SH   SOLE   0 0 4,660
RELIANCE STEEL & ALUMINUM CO COM 759509102   201,090 719 SH   SOLE   0 0 719
RTX CORPORATION COM 750102105   321,583 3,822 SH   SOLE   0 0 3,822
SHELL PTC SPON ADS 780259305   2,088,975 31,747 SH   SOLE   0 0 31,747
ISHARES TR SHORT TREAS BD 464288679   1,247,342 11,326 SH   SOLE   0 0 11,326
ISHARES TR MSCI INDIA SM CP 46429B614   1,387,425 19,880 SH   SOLE   0 0 19,880
SKYWORKS SOLUTIONS INC COM 83088M102   254,519 2,264 SH   SOLE   0 0 2,264
TECK RESOURCES LTD CL B 878742204   4,027,278 95,275 SH   SOLE   0 0 95,275
TESLA INC COM 881604101   3,920,488 15,778 SH   SOLE   0 0 15,778
TAIWAN SEMICONDUCTOR MFG LTD SPON ADS 874039100   3,582,185 34,444 SH   SOLE   0 0 34,444
THE TRADE DESK INC COM CL A 88339J105   2,397,359 33,315 SH   SOLE   0 0 33,315
UNION PAC CORP COM 907818108   666,121 2,712 SH   SOLE   0 0 2,712
UNITED RENTALS INC COM 911363109   5,779,692 10,079 SH   SOLE   0 0 10,079
WISDOMTREE TR FLOATING RAT TREA 97717Y527   7,210,423 143,520 SH   SOLE   0 0 143,520
WALMART INC COM 931142103   587,599 3,727 SH   SOLE   0 0 3,727