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
ADOBE SYSTEMS COM 00724F101 925,356 2,360 SH SOLE 2,360 0 0
AGNICO EAGLE MINES LTD COM 008474108 4,191,591 35,534 SH SOLE 35,534 0 0
ALEXANDRIA REAL ESTATE EQUITIE COM 015271109 1,771,000 23,775 SH SOLE 23,775 0 0
ALPHABET INC CAP STK CL C 02079K107 23,878,250 134,974 SH SOLE 134,974 0 0
ALPHABET INC CAP STK CAP STK CL A 02079K305 9,220,522 52,437 SH SOLE 52,437 0 0
AMAZON.COM INC COM 023135106 34,599,433 156,942 SH SOLE 156,942 0 0
APPLE COMPUTER INC COM 037833100 22,079,628 106,244 SH SOLE 106,244 0 0
AQUESTIVE THERAPUEUTICS COM 03843E104 1,134,767 333,755 SH SOLE 333,755 0 0
ARISTA NETWORKS INC COM SHS 040413205 1,216,098 12,295 SH SOLE 12,295 0 0
AUTODESK INC COM 052769106 3,960,391 12,707 SH SOLE 12,707 0 0
BANK OF AMERICA CORP COM 060505104 4,721,108 98,050 SH SOLE 98,050 0 0
BERKSHIRE HATHAWAY INC CL A 084670108 1,466,300 2 SH SOLE 2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,523,404 19,451 SH SOLE 19,451 0 0
BRIDGEBIO PHARMA COM 10806X102 2,202,528 51,485 SH SOLE 51,485 0 0
CASEYS GENERAL STORES INC COM 147528103 306,384 600 SH SOLE 600 0 0
CHART INDUSTRIES INC COM 16115Q308 4,681,579 28,792 SH SOLE 28,792 0 0
CHARTER COMMUNICATIONS INC NEW CL A 16119P108 1,828,458 4,372 SH SOLE 4,372 0 0
CHEVRONTEXACO CORP COM 166764100 236,551 1,625 SH SOLE 1,625 0 0
COMMUNICATION SVCS SECTOR ETF COMMUNICATION 81369Y852 420,803 3,905 SH SOLE 3,905 0 0
CONSUMER STAPLES SELECT SECTOR SBI CONS STPLS 81369Y308 270,534 3,300 SH SOLE 3,300 0 0
COSTCO WHOLESALE COM 22160K105 624,113 633 SH SOLE 633 0 0
CROWDSTRIKE HOLDINGS CL A 22788C105 492,070 1,000 SH SOLE 1,000 0 0
CYTOKINETICS INC COM NEW 23282W605 737,725 21,930 SH SOLE 21,930 0 0
ELECTRONIC ARTS COM 285512109 7,750,358 48,726 SH SOLE 48,726 0 0
EXPEDIA GROUP INC COM NEW 30212P303 2,472,238 14,205 SH SOLE 14,205 0 0
FISERV INC COM 337738108 3,198,034 18,520 SH SOLE 18,520 0 0
FIVE9 INC COM USD0.001 COM 338307101 1,180,819 44,375 SH SOLE 44,375 0 0
GOLAR LNG LIMITED COM STK USD1 SHS G9456A100 6,155,251 153,421 SH SOLE 153,421 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 3,430,274 64,820 SH SOLE 64,820 0 0
HERC HOLDINGS INC COM 42704L104 2,578,926 18,611 SH SOLE 18,611 0 0
HOME DEPOT COM 437076102 4,601,063 12,330 SH SOLE 12,330 0 0
HONEYWELL INTL INC COM 438516106 1,265,481 5,300 SH SOLE 5,300 0 0
INMODE LTD COM ILS0.01 SHS M5425M103 206,878 13,950 SH SOLE 13,950 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 7,816,343 42,980 SH SOLE 42,980 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102 1,073,129 28,980 SH SOLE 28,980 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 273,495 500 SH SOLE 500 0 0
ISHARES ETHEREUM TR SHS 46438R105 181,900 10,000 SH SOLE 10,000 0 0
ISHARES NATL AMT FREE MUNI ETF NATL MUNI ETF 464288414 261,768 2,510 SH SOLE 2,510 0 0
ISHARES SP 500 INDEX ETF CORE SP 500 E 464287200 4,463,238 7,191 SH SOLE 7,191 0 0
ISHARES SP 500/BARRA GROWTH I SP 500 GRWT E 464287309 760,066 6,975 SH SOLE 6,975 0 0
JAZZ PHARMACEUTICALS PLC COM U SHS USD G50871105 4,310,294 39,385 SH SOLE 39,385 0 0
JOHNSON JOHNSON COM 478160104 779,600 5,000 SH SOLE 5,000 0 0
JP MORGAN CHASE COM 46625H100 9,836,768 33,872 SH SOLE 33,872 0 0
LINDE PLC COM EUR0.001 SHS G54950103 476,750 1,000 SH SOLE 1,000 0 0
MARTIN MARIETTA MATERIALS COM 573284106 8,431,006 15,118 SH SOLE 15,118 0 0
MASTERCARD INC CL A 57636Q104 4,570,518 8,095 SH SOLE 8,095 0 0
MERCADOLIBRE INC COM USD0.001 COM 58733R102 4,627,590 1,850 SH SOLE 1,850 0 0
MERCK CO INC NEW COM 58933Y105 204,525 2,500 SH SOLE 2,500 0 0
META PLATFORMS INC CLASS A COM CL A 30303M102 6,336,328 8,810 SH SOLE 8,810 0 0
MICRON COM 595112103 3,386,492 28,013 SH SOLE 28,013 0 0
MICROSOFT CORP COM 594918104 25,522,141 51,869 SH SOLE 51,869 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 4,202,017 9,872 SH SOLE 9,872 0 0
NAVIGATOR HOLDINGS LTD ORD SHS Y62132108 3,974,124 278,300 SH SOLE 278,300 0 0
NEW GOLD INC COM NPV ISIN #CA6 COM 644535106 305,040 62,000 SH SOLE 62,000 0 0
NEWMONT MNG CORP HLDG CO COM 651639106 10,336,431 175,700 SH SOLE 175,700 0 0
NICE LTD ADR-EACH CNV INTO 1 O SPON ADR 653656108 6,308,539 37,618 SH SOLE 37,618 0 0
NUCOR CORPORATION COM 670346105 2,735,844 20,400 SH SOLE 20,400 0 0
NVIDIA CORP COM 67066G104 74,817,452 488,046 SH SOLE 488,046 0 0
OPERA LIMITED SPON ADS EACH RE SPON ADS 68373M107 748,144 36,800 SH SOLE 36,800 0 0
ORACLE CORPORATION COM 68389X105 12,020,028 54,896 SH SOLE 54,896 0 0
PINTEREST INC CL A 72352L106 5,690,960 159,500 SH SOLE 159,500 0 0
PROCTER GAMBLE COM 742718109 377,738 2,343 SH SOLE 2,343 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 283,400 2,600 SH SOLE 2,600 0 0
REGENERON PHARMACEUTICALS COM 75886F107 6,280,913 11,742 SH SOLE 11,742 0 0
RTX CORPORATION COM 75513E101 288,380 2,000 SH SOLE 2,000 0 0
SAFE BULKERS INC COM Y7388L103 109,200 30,000 SH SOLE 30,000 0 0
SALESFORCE.COM INC COM 79466L302 7,536,258 27,716 SH SOLE 27,716 0 0
SNOWFLAKE INC CL A 833445109 431,940 2,000 SH SOLE 2,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 399,815 1,300 SH SOLE 1,300 0 0
SYNOPSYS INC COM 871607107 2,353,750 4,511 SH SOLE 4,511 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 4,540,291 18,910 SH SOLE 18,910 0 0
TECHNOLOGY SECTOR ETF TECHNOLOGY 81369Y803 780,517 3,110 SH SOLE 3,110 0 0
TEEKAY TANKERS LTD (BM) COM US CL A G8726X106 501,932 11,985 SH SOLE 11,985 0 0
UNITED RENTALS INC COM 911363109 12,443,526 16,074 SH SOLE 16,074 0 0
VISA INC COM COM CL A 92826C839 8,539,100 24,022 SH SOLE 24,022 0 0
VISTRA CORP COM 92840M102 666,360 3,600 SH SOLE 3,600 0 0
VULCAN MATERIALS COM 929160109 5,099,132 19,266 SH SOLE 19,266 0 0
WALMART STORES INC COM 931142103 4,612,368 46,950 SH SOLE 46,950 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A 98980L101 3,888,196 50,125 SH SOLE 50,125 0 0