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
APPLE INC COM 037833100   3,882,478 22,641 SH   SOLE   0 0 2,264,092
ALBEMARLE CORP COM 012653101   1,803,785 13,692 SH   SOLE   0 0 13,692
ARCADIUM LITHIUM PLC COM G0508H110   1,285,678 298,301 SH   SOLE   0 0 298,301
APPLIED MATERIALS INC COM 038222105   4,266,969 20,691 SH   SOLE   0 0 206,904
AMGEN INC COM 031162100   3,425,536 12,049 SH   SOLE   0 0 1,204,871
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   2,753,905 21,363 SH   SOLE   0 0 21,363
BOEING CO COM 097023105   2,567,047 13,302 SH   SOLE   0 0 1,330,146
BLACKROCK RES & COMMODITIES SHS 09257A108   190,635 20,995 SH   SOLE   0 0 20,995
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   4,756,553 11,312 SH   SOLE   0 0 113,112
CARRIER GLOBAL CORPORATION COM 14448C104   218,104 3,752 SH   SOLE   0 0 3,752
CATERPILLAR INC COM 149123101   272,624 744 SH   SOLE   0 0 744
CVS HEALTH CORP COM 126650100   529,678 6,641 SH   SOLE   0 0 664,088
CHEVRON CORP NEW COM 166764100   2,637,688 16,722 SH   SOLE   0 0 1,672,141
DATADOG INC CL A COM 23804L103   2,157,315 17,454 SH   SOLE   0 0 17,454
DEERE & CO COM 244199105   5,371,484 13,078 SH   SOLE   0 0 1,307,776
DISNEY WALT CO COM 254687106   4,571,745 37,364 SH   SOLE   0 0 373,636
ENPHASE ENERGY INC COM 29355A107   2,154,412 17,808 SH   SOLE   0 0 17,808
WISDOMTREE TR INDIA ERNGS FD 97717W422   3,601,655 82,683 SH   SOLE   0 0 8,268,211
FREEPORT-MCMORAN INC CL B 35671D907   4,609,197 98,027 SH   SOLE   0 0 9,802,694
FIRST SOLAR INC COM 336433107   3,069,433 18,184 SH   SOLE   0 0 181,834
GENERAL MTRS CO COM 37045V100   2,261,216 49,862 SH   SOLE   0 0 4,986,118
ALPHABET INC CAP STK CL C 02079K107   4,159,500 27,319 SH   SOLE   0 0 27,318
HONEYWELL INTL INC COM 438516106   215,102 1,048 SH   SOLE   0 0 1,048
ISHARES TR MSCI INDIA ETF 46429B598   440,713 8,543 SH   SOLE   0 0 854,296
INTEL CORP COM 458140100   294,791 6,674 SH   SOLE   0 0 6,674
KINSALE CAP GROUP INC COM 49714P108   2,261,119 4,310 SH   SOLE   0 0 430,927
KROGER CO COM 501044101   281,524 4,928 SH   SOLE   0 0 492,772
LOWES COS INC COM 548661107   3,874,594 15,211 SH   SOLE   0 0 1,521,091
SOUTHWEST AIRLS CO COM 844741108   4,013,251 137,488 SH   SOLE   0 0 13,748,787
MAGNA INTL INC COM 559222401   3,033,644 55,684 SH   SOLE   0 0 556,831
MICROSOFT COM 594918104   4,099,529 9,745 SH   SOLE   0 0 974,478
MERITAGE HOMES CORP COM 59001A102   2,926,003 16,677 SH   SOLE   0 0 1,667,678
NUCOR CORP COM 670346105   392,634 1,984 SH   SOLE   0 0 1,984
UNIVERSAL DISPLAY CORP COM 91347P105   916,818 5,443 SH   SOLE   0 0 544,268
PFIZER INC COM 717081103   2,799,540 100,885 SH   SOLE   0 0 10,088,414
PINTEREST INC CL A 72352L106   1,079,037 31,124 SH   SOLE   0 0 311,235
PURE STORAGE INC CL A 74624M102   3,343,606 64,313 SH   SOLE   0 0 643,127
ROCKWELL AUTOMATION INC COM 773903109   1,357,598 4,660 SH   SOLE   0 0 4,660
RELIANCE STEEL & ALUMINUM CO COM 759509102   240,276 719 SH   SOLE   0 0 719
RTX CORPORATION COM 750102105   372,760 3,822 SH   SOLE   0 0 3,822
SHELL PTC SPON ADS 780259305   2,120,365 31,629 SH   SOLE   0 0 3,162,843
ISHARES TR SHORT TREAS BD 464288679   1,230,652 11,134 SH   SOLE   0 0 111,339
ISHARES TR MSCI INDIA SM CP 46429B614   1,549,524 22,051 SH   SOLE   0 0 22,051
SKYWORKS SOLUTIONS INC COM 83088M102   245,237 2,264 SH   SOLE   0 0 2,264
SPDR INDEX SHS FDS EURO STOXX 50 78463X202   218,819 4,164 SH   SOLE   0 0 4,164
TECK RESOURCES LTD CL B 878742204   4,669,518 102,000 SH   SOLE   0 0 10,199,978
TESLA INC COM 881604101   3,459,527 19,680 SH   SOLE   0 0 196,798
TAIWAN SEMICONDUCTOR MFG LTD SPON ADS 874039100   4,481,771 32,943 SH   SOLE   0 0 3,294,283
THE TRADE DESK INC COM CL A 88339J105   3,012,595 34,462 SH   SOLE   0 0 344,616
UNION PAC CORP COM 907818108   666,963 2,712 SH   SOLE   0 0 2,712
UNITED RENTALS INC COM 911363109   6,397,209 8,872 SH   SOLE   0 0 887,135
WISDOMTREE TR FLOATING RAT TREA 97717Y527   9,089,091 180,734 SH   SOLE   0 0 18,073,359
WALMART INC COM 931142103   672,804 11,182 SH   SOLE   0 0 1,118,117