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
Activision Blizzard, Inc. COM 00507V109   9,496,891 101,430 SH   SOLE   101,430 0 0
Alibaba Group Holdings, Ltd. COM 01609W102   1,311,509 15,120 SH   SOLE   15,120 0 0
Alphabet, Inc. - Class C COM 02079K107   9,722,619 73,740 SH   SOLE   73,740 0 0
Amazon.com, Inc. COM 023135106   8,895,858 69,980 SH   SOLE   69,980 0 0
American National Bankshares, COM 027745108   1,490,018 39,273 SH   SOLE   39,273 0 0
Ametek, Inc. COM 031100100   3,660,458 24,773 SH   SOLE   24,773 0 0
Amphenol Corp. - Cl A COM 032095101   329,241 3,920 SH   SOLE   3,920 0 0
Apple, Inc. COM 037833100   11,212,714 65,491 SH   SOLE   65,491 0 0
Argo Group International Holdi COM G0464B107   7,992,375 267,841 SH   SOLE   267,841 0 0
Arista Networks, Inc. COM 040413106   399,496 2,172 SH   SOLE   2,172 0 0
AutoZone, Inc. COM 053332102   1,229,355 484 SH   SOLE   484 0 0
Bank of America Corp. COM 060505104   9,317,496 340,303 SH   SOLE   340,303 0 0
Boeing Co. COM 097023105   10,381,389 54,160 SH   SOLE   54,160 0 0
Boeing Co. OPTION 097023905   6,210,432 32,400 SH Call SOLE   0 0 0
BOK Financial Corp. COM 05561Q201   1,356,861 16,965 SH   SOLE   16,965 0 0
Butterfly Networks, Inc. COM 124155102   23,600 20,000 SH   SOLE   20,000 0 0
Callon Petroleum Co. COM 13123X508   5,107,116 130,550 SH   SOLE   130,550 0 0
DexCom, Inc. COM 252131107   1,818,324 19,489 SH   SOLE   19,489 0 0
Equinix, Inc. COM 29444U700   2,523,754 3,475 SH   SOLE   3,475 0 0
Ferrari NV COM N3167Y103   913,219 3,090 SH   SOLE   3,090 0 0
Gartner, Inc. COM 366651107   2,545,806 7,409 SH   SOLE   7,409 0 0
Greenhill & Co. Inc. COM 395259104   8,924,888 603,033 SH   SOLE   603,033 0 0
Hersha Hospitality Trust COM 427825500   2,262,269 229,439 SH   SOLE   229,439 0 0
Horizon Therapeutics PLC COM G46188101   15,171,818 131,142 SH   SOLE   131,142 0 0
Humana, Inc. COM 444859102   10,727,279 22,049 SH   SOLE   22,049 0 0
Illumina, Inc. COM 452327109   309,566 2,255 SH   SOLE   2,255 0 0
Intuitive Surgical, Inc. COM 46120E602   5,008,974 17,137 SH   SOLE   17,137 0 0
iShares Expanded Tech-Software OPTION 464287955   9,828,288 28,800 SH Put SOLE   0 0 0
Lululemon Athletica, Inc. COM 550021109   4,362,020 11,312 SH   SOLE   11,312 0 0
Marriott International, Inc. COM 571903202   3,245,992 16,514 SH   SOLE   16,514 0 0
Martin Marietta Materials, Inc COM 573284106   1,311,894 3,196 SH   SOLE   3,196 0 0
Mastercard Inc. - Class A COM 57636Q104   12,129,099 30,636 SH   SOLE   30,636 0 0
McDonald's Corp. COM 580135101   320,080 1,215 SH   SOLE   1,215 0 0
MercadoLibre, Inc. COM 58733R102   813,979 642 SH   SOLE   642 0 0
Meta Platforms, Inc. COM 30303M102   6,599,216 21,982 SH   SOLE   21,982 0 0
Microsoft Corp. COM 594918104   9,859,925 31,227 SH   SOLE   31,227 0 0
Monster Beverage Corp. COM 61174X109   890,937 16,826 SH   SOLE   16,826 0 0
Moodys Corp. COM 615369105   1,110,073 3,511 SH   SOLE   3,511 0 0
Nasdaq, Inc. COM 631103108   1,170,047 24,080 SH   SOLE   24,080 0 0
Netflix, Inc. COM 64110L106   2,705,126 7,164 SH   SOLE   7,164 0 0
New Relic, Inc. COM 64829B100   4,818,009 56,272 SH   SOLE   56,272 0 0
Northern Oil & Gas, Inc. COM 665531307   1,147,360 28,520 SH   SOLE   28,520 0 0
NVIDIA Corp. COM 67066G104   13,847,907 31,835 SH   SOLE   31,835 0 0
NXP Semiconductors NV COM N6596X109   6,815,873 34,093 SH   SOLE   34,093 0 0
PayPal Holdings, Inc. COM 70450Y103   291,131 4,980 SH   SOLE   4,980 0 0
PhenomeX, Inc. COM 084310101   1,693,630 1,696,854 SH   SOLE   1,696,854 0 0
Philip Morris International, I COM 718172109   2,371,992 25,621 SH   SOLE   25,621 0 0
Pioneer Natural Resources Comp COM 723787107   7,648,147 33,318 SH   SOLE   33,318 0 0
ProShares Ultra VIX Short-Term COM 74347Y771   652,242 40,237 SH   SOLE   40,237 0 0
Rivian Automotive, Inc. COM 76954A103   2,319,954 95,550 SH   SOLE   95,550 0 0
Rogers Corporation COM 775133101   11,366,765 86,459 SH   SOLE   86,459 0 0
RPT Realty COM 74971D101   1,056,000 100,000 SH   SOLE   100,000 0 0
Salesforce, Inc. COM 79466L302   1,460,016 7,200 SH   SOLE   7,200 0 0
Sciplay Corp. COM 809087109   4,191,297 184,071 SH   SOLE   184,071 0 0
Sculptor Capital Management, I COM 811246107   804,750 69,375 SH   SOLE   69,375 0 0
ServiceNow, Inc. COM 81762P102   1,895,992 3,392 SH   SOLE   3,392 0 0
Sherwin-Williams Company/The COM 824348106   436,136 1,710 SH   SOLE   1,710 0 0
Shopify, Inc. - CL A COM 82509L107   657,296 12,045 SH   SOLE   12,045 0 0
Simon Property Group, Inc. COM 828806109   5,303,949 49,097 SH   SOLE   49,097 0 0
Spotify Technology S.A. COM L8681T102   1,523,204 9,850 SH   SOLE   9,850 0 0
Synopsys, Inc. COM 871607107   2,988,354 6,511 SH   SOLE   6,511 0 0
TEGNA, Inc. COM 87901J105   505,652 34,705 SH   SOLE   34,705 0 0
TJX Company, Inc. COM 872540109   5,562,910 62,589 SH   SOLE   62,589 0 0
Toll Brothers, Inc. COM 889478103   3,112,607 42,085 SH   SOLE   42,085 0 0
TransDigm Group, Inc. COM 893641100   6,675,060 7,917 SH   SOLE   7,917 0 0
UBS Group AG COM H42097107   1,617,287 65,610 SH   SOLE   65,610 0 0
Visa Inc. COM 92826C839   553,174 2,405 SH   SOLE   2,405 0 0
Vulcan Materials Company COM 929160109   1,916,766 9,488 SH   SOLE   9,488 0 0
Walt Disney Company/The COM 254687106   2,776,611 34,258 SH   SOLE   34,258 0 0
Willis Towers Watson PLC COM G96629103   1,182,923 5,661 SH   SOLE   5,661 0 0