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
ALBEMARLE CORP COM 012653101 1,116,439 8,268 SH SOLE 0 0 8,268
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,685,753 50,818 SH SOLE 0 0 50,818
ALPHABET INC CAP STK CL C 02079K107 4,473,831 12,662 SH SOLE 0 0 12,662
AMAZON COM INC COM 023135106 4,207,297 17,653 SH SOLE 0 0 17,653
AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 5,632,941 54,662 SH SOLE 0 0 54,662
AMGEN INC COM 031162100 4,188,198 11,566 SH SOLE 0 0 11,566
APPLE INC COM 037833100 3,494,227 12,076 SH SOLE 0 0 12,076
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,873,093 9,746 SH SOLE 0 0 9,746
BRISTOL-MYERS SQUIBB CO COM 110122108 3,976,211 69,007 SH SOLE 0 0 69,007
CAL MAINE FOODS INC COM NEW 128030202 2,807,010 34,844 SH SOLE 0 0 34,844
CASEYS GEN STORES INC COM 147528103 2,826,009 3,556 SH SOLE 0 0 3,556
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,323,934 68,351 SH SOLE 0 0 68,351
COPART INC COM 217204106 1,935,413 68,656 SH SOLE 0 0 68,656
COSTCO WHOLESALE CORPORATION COM 22160K105 2,351,445 2,514 SH SOLE 0 0 2,514
COUPANG INC CL A 22266T109 2,134,808 122,902 SH SOLE 0 0 122,902
CROWDSTRIKE HLDGS INC CL A 22788C105 2,421,909 3,174 SH SOLE 0 0 3,174
DATADOG INC CL A COM 23804L103 2,309,133 8,869 SH SOLE 0 0 8,869
DEERE & CO COM 244199105 204,254 322 SH SOLE 0 0 322
DISNEY WALT CO COM 254687106 2,172,105 22,572 SH SOLE 0 0 22,572
DUOLINGO INC CL A COM 26603R106 2,786,014 24,222 SH SOLE 0 0 24,222
EMBRAER S.A. SPONSERD ADS 29082A107 2,563,229 40,176 SH SOLE 0 0 40,176
ENPHASE ENERGY INC COM 29355A107 1,179,003 23,944 SH SOLE 0 0 23,944
FIRST SOLAR INC COM 336433107 2,743,781 11,628 SH SOLE 0 0 11,628
FREEPORT-MCMORAN INC CL B 35671D857 519,137 8,256 SH SOLE 0 0 8,256
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 2,206,188 586,752 SH SOLE 0 0 586,752
ISHARES TR LATN AMER 40 ETF 464287390 2,423,941 71,820 SH SOLE 0 0 71,820
ISHARES TR TRUST ISHARE 0-1 464288679 484,336 4,389 SH SOLE 0 0 4,389
ISHARES TR MSCI INDIA SM CP 46429B614 3,837,954 54,262 SH SOLE 0 0 54,262
KINSALE CAP GROUP INC COM 49714P108 3,648,585 11,063 SH SOLE 0 0 11,063
LOWES COS INC COM 548661107 277,225 1,258 SH SOLE 0 0 1,258
MERCADOLIBRE INC COM 58733R102 3,293,879 1,941 SH SOLE 0 0 1,941
NEXTPOWER INC CLASS A COM 65290E101 1,402,516 11,772 SH SOLE 0 0 11,772
OWENS CORNING NEW COM 690742101 3,286,606 20,676 SH SOLE 0 0 20,676
PINTEREST INC CL A 72352L106 2,406,578 114,435 SH SOLE 0 0 114,435
PROLOGIS INC. COM 74340W103 2,752,612 20,319 SH SOLE 0 0 20,319
SEA LTD SPONSORD ADS 81141R100 4,198,887 43,816 SH SOLE 0 0 43,816
SIMPLY GOOD FOODS CO COM 82900L102 2,688,921 202,479 SH SOLE 0 0 202,479
SPROUTS FMRS MKT INC COM 85208M102 4,373,716 51,711 SH SOLE 0 0 51,711
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 2,247,496 4,706 SH SOLE 0 0 4,706
TARGET CORP COM 87612E106 2,729,070 20,895 SH SOLE 0 0 20,895
TECK RESOURCES LTD CL B 878742204 4,212,791 70,851 SH SOLE 0 0 70,851
T-MOBILE US INC COM 872590104 3,365,891 20,067 SH SOLE 0 0 20,067
UNITED RENTALS INC COM 911363109 3,448,194 3,044 SH SOLE 0 0 3,044
WISDOMTREE TR EMG MKTS SMCAP 97717W281 5,200,519 80,367 SH SOLE 0 0 80,367
WISDOMTREE TR INDIA ERNGS FD 97717W422 6,168,927 144,201 SH SOLE 0 0 144,201
WISDOMTREE TR FLOATING RAT TREA 97717Y527 19,850,511 394,250 SH SOLE 0 0 394,250