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
ABIVAX SA- SPON ADR 00370M103 478,805 4,300 SH SOLE 4,300 0 0
AGNICO EAGLE MINES LTD COM 008474108 5,181,673 25,528 SH SOLE 25,528 0 0
ALPHABET INC CAP STK CL C 02079K107 37,081,818 129,268 SH SOLE 129,268 0 0
ALPHABET INC CAP STK CAP STK CL A 02079K305 15,078,784 52,437 SH SOLE 52,437 0 0
AMAZON.COM INC COM 023135106 32,636,950 156,705 SH SOLE 156,705 0 0
APPLE COMPUTER INC COM 037833100 24,878,526 98,028 SH SOLE 98,028 0 0
ARGENX SE SPON ADR 04016X101 3,286,855 4,501 SH SOLE 4,501 0 0
ARISTA NETWORKS INC COM SHS 040413205 5,055,344 41,174 SH SOLE 41,174 0 0
AUTODESK INC COM 052769106 2,313,801 9,665 SH SOLE 9,665 0 0
BANK OF AMERICA CORP COM 060505104 5,239,406 107,475 SH SOLE 107,475 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,947,143 18,671 SH SOLE 18,671 0 0
BRIDGEBIO PHARMA COM 10806X102 4,253,984 57,285 SH SOLE 57,285 0 0
C S X CORP COM 126408103 205,250 5,000 SH SOLE 5,000 0 0
CASEYS GENERAL STORES INC COM 147528103 436,716 600 SH SOLE 600 0 0
CHEVRON CORP COM 166764100 336,212 1,625 SH SOLE 1,625 0 0
CIENA CORP COM NEW 171779309 465,876 1,200 SH SOLE 1,200 0 0
COMMUNICATION SVCS SECTOR ETF STATE ST COM 81369Y852 432,908 3,905 SH SOLE 3,905 0 0
CONSUMER STAPLES SELECT SECTOR STATE ST CON 81369Y308 270,534 3,300 SH SOLE 3,300 0 0
CORNING INC. COM 219350105 203,955 1,500 SH SOLE 1,500 0 0
COSTCO WHOLESALE COM 22160K105 628,747 631 SH SOLE 631 0 0
CROWDSTRIKE HOLDINGS CL A 22788C105 390,410 1,000 SH SOLE 1,000 0 0
CYTOKINETICS INC COM NEW 23282W605 3,249,033 49,295 SH SOLE 49,295 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 3,605,584 197,350 SH SOLE 197,350 0 0
EURONAV NPV SHS B38564108 189,750 15,000 SH SOLE 15,000 0 0
EXPAND ENERGY CORP COM 165167735 5,593,620 50,953 SH SOLE 50,953 0 0
EXPEDIA GROUP INC COM NEW 30212P303 2,791,460 12,090 SH SOLE 12,090 0 0
GOLAR LNG LIMITED COM STK USD1 SHS G9456A100 6,805,685 125,775 SH SOLE 125,775 0 0
GULFPORT ENERGY CORP COMMON SH COMMON SHARES 402635502 528,925 2,500 SH SOLE 2,500 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 5,855,478 90,600 SH SOLE 90,600 0 0
HOME DEPOT COM 437076102 4,401,206 13,382 SH SOLE 13,382 0 0
HONEYWELL INTL INC COM 438516106 1,197,959 5,300 SH SOLE 5,300 0 0
INMODE LTD COM ILS0.01 SHS M5425M103 153,216 11,200 SH SOLE 11,200 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 8,829,699 56,140 SH SOLE 56,140 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102 1,208,350 16,580 SH SOLE 16,580 0 0
INTUIT COM 461202103 4,104,583 9,493 SH SOLE 9,493 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 288,590 500 SH SOLE 500 0 0
ISHARES ETHEREUM TR SHS 46438R105 158,300 10,000 SH SOLE 10,000 0 0
ISHARES SP 500 INDEX ETF CORE SP 500 E 464287200 4,662,613 7,138 SH SOLE 7,138 0 0
ISHARES SP 500/BARRA GROWTH I SP 500 GRWT E 464287309 788,942 6,975 SH SOLE 6,975 0 0
ISHARES SILVER TRUST ETF ISHARES 46428Q109 250,074 3,670 SH SOLE 3,670 0 0
JACOBS SOLUTIONS INC. COM 46982L108 3,019,336 23,722 SH SOLE 23,722 0 0
JAZZ PHARMACEUTICALS PLC COM U SHS USD G50871105 6,677,246 35,320 SH SOLE 35,320 0 0
JOHNSON JOHNSON COM 478160104 1,222,200 5,000 SH SOLE 5,000 0 0
JP MORGAN CHASE COM 46625H100 11,053,650 37,577 SH SOLE 37,577 0 0
LILLY, ELI CO COM 532457108 5,861,694 6,373 SH SOLE 6,373 0 0
LINDE PLC COM EUR0.001 SHS G54950103 495,760 1,000 SH SOLE 1,000 0 0
MARTIN MARIETTA MATERIALS COM 573284106 8,529,973 14,490 SH SOLE 14,490 0 0
MARVELL TECHNOLOGY INC COM 573874104 1,356,985 13,700 SH SOLE 13,700 0 0
MASTERCARD INC CL A 57636Q104 3,972,297 7,950 SH SOLE 7,950 0 0
MERCADOLIBRE INC COM USD0.001 COM 58733R102 3,198,687 1,850 SH SOLE 1,850 0 0
MERCK CO INC NEW COM 58933Y105 300,725 2,500 SH SOLE 2,500 0 0
META PLATFORMS INC CLASS A COM CL A 30303M102 5,320,809 9,300 SH SOLE 9,300 0 0
MICRON COM 595112103 3,269,616 9,678 SH SOLE 9,678 0 0
MICROSOFT CORP COM 594918104 17,134,059 46,287 SH SOLE 46,287 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 8,053,181 18,557 SH SOLE 18,557 0 0
MYR GRP INC COM USD0.01 COM 55405W104 247,030 875 SH SOLE 875 0 0
NAVIGATOR HOLDINGS LTD ORD SHS Y62132108 3,165,500 163,761 SH SOLE 163,761 0 0
NAVIOS MARITIME PARTNERS L.P. COM UNIT LPI Y62267409 202,440 3,000 SH SOLE 3,000 0 0
NEWMONT MNG CORP HLDG CO COM 651639106 9,590,409 88,595 SH SOLE 88,595 0 0
NVIDIA CORP COM 67066G104 70,121,008 402,070 SH SOLE 402,070 0 0
ONEOK INC COM 682680103 4,410,851 48,798 SH SOLE 48,798 0 0
OPERA LIMITED SPON ADS EACH RE SPON ADS 68373M107 795,352 55,775 SH SOLE 55,775 0 0
ORACLE CORPORATION COM 68389X105 3,877,084 26,355 SH SOLE 26,355 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 409,584 2,800 SH SOLE 2,800 0 0
PINTEREST INC CL A 72352L106 3,166,584 172,660 SH SOLE 172,660 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 253,994 2,600 SH SOLE 2,600 0 0
RAYONIER INC COM 754907103 5,278,720 256,000 SH SOLE 256,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 7,707,857 9,976 SH SOLE 9,976 0 0
RTX CORPORATION COM 75513E101 385,800 2,000 SH SOLE 2,000 0 0
SAFE BULKERS INC COM Y7388L103 126,600 20,000 SH SOLE 20,000 0 0
SALESFORCE.COM INC COM 79466L302 7,505,814 40,209 SH SOLE 40,209 0 0
SELECT SECTOR SPDR TR STATE ST ENERG 81369Y506 254,229 4,150 SH SOLE 4,150 0 0
SERVICENOW INC COM 81762P102 616,845 5,900 SH SOLE 5,900 0 0
SNOWFLAKE INC COM SHS 833445109 301,640 2,000 SH SOLE 2,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 559,377 1,300 SH SOLE 1,300 0 0
SUNCOR ENERGY INC NEW COM 867224107 231,385 3,500 SH SOLE 3,500 0 0
SYNOPSYS INC COM 871607107 960,671 2,423 SH SOLE 2,423 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 4,000,955 20,258 SH SOLE 20,258 0 0
TECHNOLOGY SECTOR ETF STATE ST TEC 81369Y803 814,677 6,130 SH SOLE 6,130 0 0
TEEKAY TANKERS LTD (BM) COM US CL A G8726X106 732,100 9,985 SH SOLE 9,985 0 0
TSAKOS ENERGY NAVIGATION COM U SHS G9108L173 236,760 6,000 SH SOLE 6,000 0 0
UNITED RENTALS INC COM 911363109 10,058,499 13,806 SH SOLE 13,806 0 0
VISA INC COM COM CL A 92826C839 7,125,912 23,577 SH SOLE 23,577 0 0
VULCAN MATERIALS COM 929160109 5,133,944 18,854 SH SOLE 18,854 0 0
WALMART STORES INC COM 931142103 3,411,486 27,450 SH SOLE 27,450 0 0
WILLIAMS COMPANIES INC COM USD COM 969457100 218,340 3,000 SH SOLE 3,000 0 0
ZOETIS INC CL A 98978V103 236,420 2,000 SH SOLE 2,000 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A 98980L101 4,720,099 58,715 SH SOLE 58,715 0 0