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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AES CORP COM 00130H105 3,279,210 311,712 SH SOLE 0 0 311,712
ALBEMARLE CORP COM 012653101 3,062,749 48,871 SH SOLE 0 0 48,871
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 3,232,253 44,503 SH SOLE 0 0 44,503
ALPHABET INC CAP STK CL C 02079K107 3,912,331 22,055 SH SOLE 0 0 22,055
AMAZON COM INC COM 023135106 4,202,525 19,156 SH SOLE 0 0 19,156
AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 3,973,142 50,115 SH SOLE 0 0 50,115
AMGEN INC COM 031162100 3,064,221 10,975 SH SOLE 0 0 10,975
APPLE INC COM 037833100 2,679,777 13,061 SH SOLE 0 0 13,061
APPLIED MATLS INC COM 038222105 2,669,200 14,580 SH SOLE 0 0 14,580
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,380,373 9,017 SH SOLE 0 0 9,017
CASEYS GEN STORES INC COM 147528103 1,316,008 2,579 SH SOLE 0 0 2,579
CAVA GROUP INC COM 148929102 1,030,049 12,229 SH SOLE 0 0 12,229
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,412,372 42,963 SH SOLE 0 0 42,963
CROWDSTRIEK HLDGS INC CL A 22788C105 1,637,177 3,215 SH SOLE 0 0 3,215
DATADOG INC CL A COM 23804L103 2,468,179 18,374 SH SOLE 0 0 18,374
DEERE & CO COM 244199105 573,577 1,128 SH SOLE 0 0 1,128
DISNEY WALT CO COM 254687106 3,125,941 25,207 SH SOLE 0 0 25,207
DOLLAR GEN CORP NEW COM 256677105 3,222,497 28,174 SH SOLE 0 0 28,174
ENPHASE ENERGY INC COM 29355A107 1,207,600 30,457 SH SOLE 0 0 30,457
FIRST SOLAR INC COM 336433107 4,548,377 27,476 SH SOLE 0 0 27,476
FREEPORT-MCMORAN INC CL B 35671D857 4,185,223 96,545 SH SOLE 0 0 96,545
GENUINE PARTS CO COM 372460105 3,033,762 25,008 SH SOLE 0 0 25,008
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 1,115,367 221,743 SH SOLE 0 0 221,743
ISHARES TR MSCI INDIA ETF 46429B598 272,052 4,886 SH SOLE 0 0 4,886
ISHARES TR SHORT TREAS BD 464288679 807,401 7,312 SH SOLE 0 0 7,312
ISHARES TR MSCI INDIA SM CP 46429B614 3,824,679 49,555 SH SOLE 0 0 49,555
KINSALE CAP GROUP INC COM 49714P108 2,169,611 4,484 SH SOLE 0 0 4,484
LOWES COS INC COM 548661107 2,280,645 10,279 SH SOLE 0 0 10,279
LULULEMON ATHLETICA INC COM 550021109 2,783,487 11,716 SH SOLE 0 0 11,716
MICROSOFT CORP COM 594918104 3,090,876 6,214 SH SOLE 0 0 6,214
PINTEREST INC CL A 72352L106 1,969,232 54,914 SH SOLE 0 0 54,914
PROGYNY INC COM 74340E103 1,010,801 45,946 SH SOLE 0 0 45,946
PROLOGIS INC. COM 74340W103 2,045,674 19,460 SH SOLE 0 0 19,460
PUBMATIC INC COM CL A 74467Q103 1,302,257 104,683 SH SOLE 0 0 104,683
PURE STORAGE INC CL A 74624M102 2,209,749 38,377 SH SOLE 0 0 38,377
RELIANCE INC COM 759509102 225,694 719 SH SOLE 0 0 719
SHELL PLC SPON ADS 780259305 210,058 2,983 SH SOLE 0 0 2,983
STERLING INFRASTRUCTURE INC COM 859241101 3,340,047 14,476 SH SOLE 0 0 14,476
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4,849,459 21,411 SH SOLE 0 0 21,411
TARGET CORP COM 87612E106 1,752,193 17,762 SH SOLE 0 0 17,762
TECK RESOURCES LTD CL B 878742204 3,880,303 96,095 SH SOLE 0 0 96,095
TESLA INC COM 88160R101 434,877 1,369 SH SOLE 0 0 1,369
THE TRADE DESK INC COM CL A 88339J105 3,437,990 47,757 SH SOLE 0 0 47,757
T-MOBILE US INC COM 872590104 3,431,609 14,403 SH SOLE 0 0 14,403
UNION PAC CORP COM 907818108 220,877 960 SH SOLE 0 0 960
UNITED RENTALS INC COM 911363109 4,075,662 5,410 SH SOLE 0 0 5,410
WALMART INC COM 931142103 250,219 2,559 SH SOLE 0 0 2,559
WISDOMTREE TR INDIA ERNGS FD 97717W422 6,009,474 126,595 SH SOLE 0 0 126,595
WISDOMTREE TR FLOATING RAT TREA 97717Y527 9,857,575 195,937 SH SOLE 0 0 195,937