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
CAPITAL ONE FINL CORP COM 14040H105 34,812,184 173,523 SH SOLE 173,523 0 0
ENOVIX CORPORATION COM 293594107 22,791 30,215 SH SOLE 30,215 0 0
ACUMEN PHARMACEUTICALS INC COM 00509G209 28,612 10,716 SH SOLE 10,716 0 0
ALECTOR INC COM 014442107 23,634 11,758 SH SOLE 11,758 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 10,651,646 35,384 SH SOLE 35,384 0 0
ALX ONCOLOGY HLDGS INC COM 00166B105 37,457 18,095 SH SOLE 18,095 0 0
AMAZON COM INC COM 023135106 62,309,941 261,433 SH SOLE 261,433 0 0
AN2 THERAPEUTICS INC COM 037326105 52,732 10,895 SH SOLE 10,895 0 0
AURORA INNOVATION INC CLASS A COM 051774107 14,914,119 2,186,821 SH SOLE 2,186,821 0 0
BATH & BODY WORKS INC COM 070830104 3,326,094 143,800 SH SOLE 143,800 0 0
BROWN FORMAN CORP CL A 115637100 2,609,186 95,365 SH SOLE 95,365 0 0
BROWN FORMAN CORP CL B 115637209 12,373,941 464,313 SH SOLE 464,313 0 0
BLEND LABS INC CL A 09352U108 32,912 19,247 SH SOLE 19,247 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 72,980,380 145,847 SH SOLE 145,847 0 0
C4 THERAPEUTICS INC COM STK 12529R107 48,330 10,349 SH SOLE 10,349 0 0
COHERUS ONCOLOGY INC COM 19249H103 21,367 15,262 SH SOLE 15,262 0 0
COMMERCE.COM INC COM SER 1 08975P108 30,423 10,278 SH SOLE 10,278 0 0
CORTEVA INC COM 22052L104 38,674,197 456,656 SH SOLE 456,656 0 0
DISNEY WALT CO COM 254687106 34,673,389 360,243 SH SOLE 360,243 0 0
ENOVIX CORPORATION COM 293594107 70,109 11,550 SH SOLE 11,550 0 0
FATE THERAPEUTICS INC COM 31189P102 58,698 21,740 SH SOLE 21,740 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 29,503,521 14,179 SH SOLE 14,179 0 0
VANECK ETF TRUST GOLD MINERS ETF M8216R110 14,454,711 191,580 SH SOLE 191,580 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 83601L104 2,413,806 24,568 SH SOLE 24,568 0 0
GRAHAM HLDGS CO COM CL B 384637104 13,073,825 11,454 SH SOLE 11,454 0 0
GLOBAL E ONLINE LTD SHS M5216V106 7,906,076 227,644 SH SOLE 227,644 0 0
BARRICK MNG CORP COM SHS 06849F108 5,375,766 146,359 SH SOLE 146,359 0 0
ALPHABET INC CAP STK CL A 02079K305 109,056,816 305,165 SH SOLE 305,165 0 0
GOSSAMER BIO INC COM 38341P102 11,152 67,754 SH SOLE 67,754 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 4,252,526 323,386 SH SOLE 323,386 0 0
ISHARES TR ISHARES BIOTECH 464287556 12,515,833 65,807 SH SOLE 65,807 0 0
INTERACTIVE BROKERS GROUP COM CL A 45841N107 76,902,103 883,526 SH SOLE 883,526 0 0
ISHARES TR CORE S&P SCP ETF 464287804 3,411,723 23,004 SH SOLE 23,004 0 0
MONDELEZ INTL INC CL A 609207105 3,079,055 53,234 SH SOLE 53,234 0 0
MILESTONE PHARMACEUTICALS IN COM 59935V107 19,283 14,390 SH SOLE 14,390 0 0
NOVABRIDGE BIOSCIENCES SPONSORED ADS 44975P103 21,824 11,192 SH SOLE 11,192 0 0
NEWMONT CORP COM 651639106 6,490,740 69,494 SH SOLE 69,494 0 0
NICE LTD SPONSORED ADR 653656108 1,489,577 16,396 SH SOLE 16,396 0 0
NEKTAR THERAPEUTICS COM NEW 640268306 13,852,678 198,434 SH SOLE 198,434 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 889,193 10,269 SH SOLE 10,269 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 30,040 17,881 SH SOLE 17,881 0 0
PAYLOCITY HLDG CORP COM 70438V106 1,868,369 17,874 SH SOLE 17,874 0 0
PEPGEN INC COM 713317105 31,997 17,776 SH SOLE 17,776 0 0
PHILIP MORRIS INTL INC COM 718172109 54,304,840 300,176 SH SOLE 300,176 0 0
LIVERAMP HLDGS INC COM 53815P108 4,831,019 128,348 SH SOLE 128,348 0 0
REGENERON PHARMACEUTICALS COM 75886F107 101,398,828 162,618 SH SOLE 162,618 0 0
RISKIFIED LTD SHS CL A M8216R109 2,964,785 588,251 SH SOLE 588,251 0 0
REVOLUTION MEDICINES INC COM 76155X100 3,517,118 18,780 SH SOLE 18,780 0 0
SEER INC COM CL A 81578P106 25,081 15,109 SH SOLE 15,109 0 0
SOTERA HEALTH CO COM 83601L103 14,149,200 797,138 SH SOLE 797,138 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 8,611,444 116,308 SH SOLE 116,308 0 0
BBB FOODS INC CL A COM G0896C103 22,216,402 533,151 SH SOLE 533,151 0 0
TREACE MED CONCEPTS INC COM 89455T109 61,996 15,577 SH SOLE 15,577 0 0
TURNING PT BRANDS INC COM 90041L105 3,453,548 40,721 SH SOLE 40,721 0 0
TYLER TECHNOLOGIES INC COM 902252105 2,428,003 8,302 SH SOLE 8,302 0 0
VISA INC-CLASS A SHARES COM 83601L105 75,450,294 219,914 SH SOLE 219,914 0 0
VERISK ANALYTICS INC COM 92345Y106 481,499 2,682 SH SOLE 2,682 0 0
REGENERON PHARMACEUTICALS COM 75886F107 42,774,844 68,600 SH Call SOLE 68,600 0 0