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   4,897,966 23,255 SH   SOLE   0 0 23,255
ALBEMARLE CORP COM 012653101   1,461,647 15,302 SH   SOLE   0 0 15,302
ARCADIUM LITHIUM PLC COM G0508H110   1,298,532 386,468 SH   SOLE   0 0 386,468
APPLIED MATERIALS INC COM 038222105   3,686,548 15,622 SH   SOLE   0 0 15,622
AMGEN INC COM 031162100   3,915,052 12,530 SH   SOLE   0 0 12,530
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   2,855,596 24,413 SH   SOLE   0 0 24,413
BOEING CO COM 097023105   2,545,673 13,986 SH   SOLE   0 0 13,986
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   4,701,436 11,557 SH   SOLE   0 0 11,557
CARRIER GLOBAL CORPORATION COM 14448C104   236,676 3,752 SH   SOLE   0 0 3,752
CATERPILLAR INC COM 149123101   247,826 744 SH   SOLE   0 0 744
CROWDSTRIKE HLDGS INC CL A 22788C105   1,080,213 2,819 SH   SOLE   0 0 2,819
CVS HEALTH CORP COM 126650100   361,677 6,124 SH   SOLE   0 0 6,124
CHEVRON CORP NEW COM 166764100   2,826,938 18,073 SH   SOLE   0 0 18,073
DATADOG INC CL A COM 23804L103   2,316,134 17,859 SH   SOLE   0 0 17,859
DEERE & CO COM 244199105   5,015,827 13,425 SH   SOLE   0 0 13,425
DISNEY WALT CO COM 254687106   3,772,827 37,998 SH   SOLE   0 0 37,998
ENPHASE ENERGY INC COM 29355A107   1,802,757 18,080 SH   SOLE   0 0 18,080
WISDOMTREE TR INDIA ERNGS FD 97717W422   4,070,758 84,316 SH   SOLE   0 0 84,316
FREEPORT-MCMORAN INC CL B 35671D907   4,415,956 90,863 SH   SOLE   0 0 90,863
SPDR INDEX SHS FDS EURO STOXX 50 78463X202   208,325 4,164 SH   SOLE   0 0 4,164
FIRST SOLAR INC COM 336433107   4,003,683 17,758 SH   SOLE   0 0 17,758
GENERAL MTRS CO COM 37045V100   2,277,930 49,030 SH   SOLE   0 0 49,030
ALPHABET INC CAP STK CL C 02079K107   4,813,232 26,242 SH   SOLE   0 0 26,242
HONEYWELL INTL INC COM 438516106   223,790 1,048 SH   SOLE   0 0 1,048
ISHARES TR MSCI INDIA ETF 46429B598   440,639 7,900 SH   SOLE   0 0 7,900
INTEL CORP COM 458140100   206,694 6,674 SH   SOLE   0 0 6,674
KINSALE CAP GROUP INC COM 49714P108   1,748,411 4,538 SH   SOLE   0 0 4,538
KROGER CO COM 501044101   243,447 4,876 SH   SOLE   0 0 4,876
LOWES COS INC COM 548661107   3,436,002 15,586 SH   SOLE   0 0 15,586
SOUTHWEST AIRLS CO COM 844741108   4,401,682 153,851 SH   SOLE   0 0 153,851
MAGNA INTL INC COM 559222401   2,560,493 61,110 SH   SOLE   0 0 61,110
MICROSOFT COM 594918104   4,360,032 9,755 SH   SOLE   0 0 9,755
MERITAGE HOMES CORP COM 59001A102   2,794,693 17,267 SH   SOLE   0 0 17,267
NUCOR CORP COM 670346105   313,631 1,984 SH   SOLE   0 0 1,984
UNIVERSAL DISPLAY CORP COM 91347P105   230,014 1,094 SH   SOLE   0 0 1,094
PFIZER INC COM 717081103   3,141,575 112,279 SH   SOLE   0 0 112,279
PROGYNY INC COM 74340E103   710,444 24,832 SH   SOLE   0 0 24,832
PINTEREST INC CL A 72352L106   1,383,360 31,390 SH   SOLE   0 0 31,390
PURE STORAGE INC CL A 74624M102   2,680,798 41,750 SH   SOLE   0 0 41,750
PUBMATIC INC COM 74467Q103   824,159 40,579 SH   SOLE   0 0 40,579
ROCKWELL AUTOMATION INC COM 773903109   1,282,805 4,660 SH   SOLE   0 0 4,660
RELIANCE STEEL & ALUMINUM CO COM 759509102   205,346 719 SH   SOLE   0 0 719
RTX CORPORATION COM 750102105   383,691 3,822 SH   SOLE   0 0 3,822
SHELL PTC SPON ADS 780259305   634,921 8,796 SH   SOLE   0 0 8,796
ISHARES TR SHORT TREAS BD 464288679   1,186,669 10,739 SH   SOLE   0 0 10,739
ISHARES TR MSCI INDIA SM CP 46429B614   1,902,298 23,520 SH   SOLE   0 0 23,520
SKYWORKS SOLUTIONS INC COM 83088M102   241,297 2,264 SH   SOLE   0 0 2,264
TECK RESOURCES LTD CL B 878742204   4,603,960 96,116 SH   SOLE   0 0 96,116
T-MOBILE US INC COM 872590104   2,898,247 16,450 SH   SOLE   0 0 16,450
TESLA INC COM 881604101   4,604,644 23,270 SH   SOLE   0 0 23,270
TAIWAN SEMICONDUCTOR MFG LTD SPON ADS 874039100   5,199,543 29,915 SH   SOLE   0 0 29,915
THE TRADE DESK INC COM CL A 88339J105   3,438,748 35,197 SH   SOLE   0 0 35,197
UNION PAC CORP COM 907818108   613,617 2,712 SH   SOLE   0 0 2,712
UNITED RENTALS INC COM 911363109   5,725,719 8,853 SH   SOLE   0 0 8,853
WISDOMTREE TR FLOATING RAT TREA 97717Y527   8,695,111 172,831 SH   SOLE   0 0 172,831
WALMART INC COM 931142103   757,114 11,182 SH   SOLE   0 0 11,182