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
AGNICO EAGLE MINES LTD COM 008474108 3,875,613 24,983 SH SOLE 24,983 0 0
AIRBNB INC COM CL A 009066101 2,799,036 19,560 SH SOLE 19,560 0 0
ALPHABET INC CAP STK CL C 02079K107 45,210,693 127,956 SH SOLE 127,956 0 0
ALPHABET INC CAP STK CAP STK CL A 02079K305 15,899,749 44,491 SH SOLE 44,491 0 0
AMAZON.COM INC COM 023135106 37,191,289 156,043 SH SOLE 156,043 0 0
AMPHENOL CORP CLASS A CL A 032095101 5,800,928 32,900 SH SOLE 32,900 0 0
APPLE COMPUTER INC COM 037833100 28,260,344 97,665 SH SOLE 97,665 0 0
APPLIED MATERIALS COM 038222105 289,200 400 SH SOLE 400 0 0
ARGENX SE SPON ADR 04016X101 4,032,088 4,346 SH SOLE 4,346 0 0
ARISTA NETWORKS INC COM SHS 040413205 7,050,700 41,504 SH SOLE 41,504 0 0
AUTODESK INC COM 052769106 1,813,939 9,330 SH SOLE 9,330 0 0
BANK OF AMERICA CORP COM 060505104 6,044,154 106,075 SH SOLE 106,075 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,209,678 18,405 SH SOLE 18,405 0 0
BRIDGEBIO PHARMA COM 10806X102 10,340,431 138,835 SH SOLE 138,835 0 0
BROADCOM INC COM 11135F101 577,958 1,530 SH SOLE 1,530 0 0
C S X CORP COM 126408103 237,650 5,000 SH SOLE 5,000 0 0
CASEYS GENERAL STORES INC COM 147528103 475,284 598 SH SOLE 598 0 0
CHEVRON CORP COM 166764100 269,360 1,625 SH SOLE 1,625 0 0
CIENA CORP COM NEW 171779309 588,672 1,200 SH SOLE 1,200 0 0
CMB.TECH NV SHS B38564108 293,790 21,000 SH SOLE 21,000 0 0
COMMUNICATION SVCS SECTOR ETF STATE ST SVCS 81369Y852 418,343 3,905 SH SOLE 3,905 0 0
CONSTELLATION COM 21037T109 2,850,791 11,478 SH SOLE 11,478 0 0
CONSUMER STAPLES SELECT SECTOR STATE ST STAPL 81369Y308 274,131 3,300 SH SOLE 3,300 0 0
CORNING INC. COM 219350105 459,774 1,800 SH SOLE 1,800 0 0
COSTCO WHOLESALE COM 22160K105 590,282 631 SH SOLE 631 0 0
CROWDSTRIKE HOLDINGS CL A 22788C105 762,377 999 SH SOLE 999 0 0
CYTOKINETICS INC COM NEW 23282W605 5,816,347 68,275 SH SOLE 68,275 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 1,709,202 103,400 SH SOLE 103,400 0 0
EXPAND ENERGY CORP COM 165167735 4,197,749 46,033 SH SOLE 46,033 0 0
EXPEDIA GROUP INC COM NEW 30212P303 3,064,163 11,975 SH SOLE 11,975 0 0
GOLAR LNG LIMITED COM STK USD1 SHS G9456A100 6,159,227 123,580 SH SOLE 123,580 0 0
GRANITE CONSTR INC COM 387328107 205,504 1,300 SH SOLE 1,300 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502 390,310 2,300 SH SOLE 2,300 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 11,436,265 146,113 SH SOLE 146,113 0 0
HONEYWELL AEROSPACE INC COM 43849R105 585,641 2,649 SH SOLE 2,649 0 0
HONEYWELL INTL INC COM 438516205 593,111 2,649 SH SOLE 2,649 0 0
IDEX CORP COM 45167R104 204,255 900 SH SOLE 900 0 0
INMODE LTD COM ILS0.01 SHS M5425M103 192,984 13,200 SH SOLE 13,200 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 9,108,909 73,990 SH SOLE 73,990 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102 1,231,567 16,080 SH SOLE 16,080 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 368,200 500 SH SOLE 500 0 0
ISHARES ETHEREUM TR SHS 46438R105 118,900 10,000 SH SOLE 10,000 0 0
ISHARES SP 500 INDEX ETF CORE SP 500 E 464287200 5,308,132 7,088 SH SOLE 7,088 0 0
ISHARES SP 500/BARRA GROWTH I SP 500 GRWT E 464287309 959,272 6,975 SH SOLE 6,975 0 0
JACOBS SOLUTIONS INC. COM 46982L108 2,970,072 23,572 SH SOLE 23,572 0 0
JAZZ PHARMACEUTICALS PLC COM U SHS USD G50871105 6,485,226 26,913 SH SOLE 26,913 0 0
JOHNSON JOHNSON COM 478160104 1,269,596 4,999 SH SOLE 4,999 0 0
JP MORGAN CHASE COM 46625H100 12,237,887 37,387 SH SOLE 37,387 0 0
LILLY, ELI CO COM 532457108 7,540,816 6,287 SH SOLE 6,287 0 0
LINDE PLC COM EUR0.001 SHS G54950103 518,421 999 SH SOLE 999 0 0
MARTIN MARIETTA MATERIALS COM 573284106 8,128,587 14,095 SH SOLE 14,095 0 0
MARVELL TECHNOLOGY INC COM 573874104 1,102,193 3,700 SH SOLE 3,700 0 0
MASTERCARD INC CL A 57636Q104 4,979,352 9,695 SH SOLE 9,695 0 0
MERCADOLIBRE INC COM USD0.001 COM 58733R102 3,092,645 1,822 SH SOLE 1,822 0 0
MERCK CO INC NEW COM 58933Y105 320,864 2,497 SH SOLE 2,497 0 0
META PLATFORMS INC CLASS A COM CL A 30303M102 5,182,268 9,200 SH SOLE 9,200 0 0
MICRON COM 595112103 5,855,713 5,073 SH SOLE 5,073 0 0
MICROSOFT CORP COM 594918104 17,119,380 45,894 SH SOLE 45,894 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 7,527,962 18,127 SH SOLE 18,127 0 0
MYR GRP INC COM USD0.01 COM 55405W104 436,349 872 SH SOLE 872 0 0
NAVIGATOR HOLDINGS LTD ORD SHS Y62132108 2,901,827 155,761 SH SOLE 155,761 0 0
NAVIOS MARITIME PARTNERS L.P. COM UNIT LPI Y62267409 210,210 3,000 SH SOLE 3,000 0 0
NETFLIX COM INC COM 64110L106 4,916,961 68,865 SH SOLE 68,865 0 0
NEWMONT MNG CORP HLDG CO COM 651639106 8,108,988 86,820 SH SOLE 86,820 0 0
NVIDIA CORP COM 67066G104 80,417,372 401,906 SH SOLE 401,906 0 0
ONEOK INC COM 682680103 812,889 9,350 SH SOLE 9,350 0 0
OPERA LIMITED SPON ADS EACH RE SPON ADS 68373M107 870,041 43,875 SH SOLE 43,875 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 208,023 1,783 SH SOLE 1,783 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 280,402 2,598 SH SOLE 2,598 0 0
RAYONIER INC COM 754907103 5,992,448 281,600 SH SOLE 281,600 0 0
REGENERON PHARMACEUTICALS COM 75886F107 3,102,112 4,975 SH SOLE 4,975 0 0
RTX CORPORATION COM 75513E101 379,081 1,998 SH SOLE 1,998 0 0
SAFE BULKERS INC COM Y7388L103 157,750 25,000 SH SOLE 25,000 0 0
SALESFORCE.COM INC COM 79466L302 4,176,086 26,657 SH SOLE 26,657 0 0
SELECT SECTOR SPDR TR STATE ST ENERG 81369Y506 220,406 4,150 SH SOLE 4,150 0 0
SNOWFLAKE INC COM SHS 833445109 509,000 2,000 SH SOLE 2,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 478,894 1,300 SH SOLE 1,300 0 0
SYNOPSYS INC COM 871607107 1,036,221 2,323 SH SOLE 2,323 0 0
TAIWAN SEMICONDUCTOR SP SPONSORED ADR 874039100 238,785 500 SH SOLE 500 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 7,644,388 30,580 SH SOLE 30,580 0 0
TECHNOLOGY SECTOR ETF STATE ST TECH 81369Y803 1,167,888 6,130 SH SOLE 6,130 0 0
TEEKAY TANKERS LTD (BM) COM US CL A G8726X106 628,266 9,685 SH SOLE 9,685 0 0
TSAKOS ENERGY NAVIGATION COM U SHS G9108L173 212,220 6,000 SH SOLE 6,000 0 0
UNITED RENTALS INC COM 911363109 14,068,228 12,418 SH SOLE 12,418 0 0
VISA INC COM COM CL A 92826C839 7,949,395 23,170 SH SOLE 23,170 0 0
VISTRA CORP COM 92840M102 1,529,193 9,640 SH SOLE 9,640 0 0
VULCAN MATERIALS COM 929160109 5,473,616 18,554 SH SOLE 18,554 0 0
WALMART STORES INC COM 931142103 2,479,035 21,888 SH SOLE 21,888 0 0
WILLIAMS COMPANIES INC COM USD COM 969457100 223,020 3,000 SH SOLE 3,000 0 0
WORKDAY INC CL A 98138H101 2,953,015 24,122 SH SOLE 24,122 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A 98980L101 3,629,767 42,055 SH SOLE 42,055 0 0