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- SPONSORED ADS 00370M103 1,236,653 9,280 SH SOLE 0 0 9,280
AGNICO EAGLE MINES LTD COM 008474108 3,875,613 24,983 SH SOLE 0 0 24,983
AIRBNB INC COM CL A 009066101 2,799,036 19,560 SH SOLE 0 0 19,560
ALPHABET INC CAP STK CL C 02079K107 45,210,693 127,956 SH SOLE 0 0 127,956
ALPHABET INC CAP STK CAP STK CL A 02079K305 15,899,749 44,491 SH SOLE 0 0 44,491
AMAZON.COM INC COM 023135106 37,191,289 156,043 SH SOLE 0 0 156,043
AMPHENOL CORP CLASS A CL A 032095101 5,800,928 32,900 SH SOLE 0 0 32,900
APPLE COMPUTER INC COM 037833100 28,260,344 97,665 SH SOLE 0 0 97,665
APPLIED MATERIALS COM 038222105 289,200 400 SH SOLE 0 0 400
ARGENX SE SPONSORED ADR 04016X101 4,032,088 4,346 SH SOLE 0 0 4,346
ARISTA NETWORKS INC COM SHS 040413205 7,050,700 41,504 SH SOLE 0 0 41,504
AUTODESK INC COM 052769106 1,813,939 9,330 SH SOLE 0 0 9,330
BANK OF AMERICA CORP COM 060505104 6,044,154 106,075 SH SOLE 0 0 106,075
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,209,678 18,405 SH SOLE 0 0 18,405
BRIDGEBIO PHARMA COM 10806X102 10,340,431 138,835 SH SOLE 0 0 138,835
BROADCOM INC COM 11135F101 577,958 1,530 SH SOLE 0 0 1,530
C S X CORP COM 126408103 237,650 5,000 SH SOLE 0 0 5,000
CASEYS GENERAL STORES INC COM 147528103 475,284 598 SH SOLE 0 0 598
CHEVRON CORP COM 166764100 269,360 1,625 SH SOLE 0 0 1,625
CIENA CORP COM NEW 171779309 588,672 1,200 SH SOLE 0 0 1,200
CMB.TECH NV SHS B38564108 293,790 21,000 SH SOLE 0 0 21,000
COMMUNICATION SVCS SECTOR ETF ST STR SVC ETF 81369Y852 418,343 3,905 SH SOLE 0 0 3,905
CONSTELLATION COM 21037T109 2,850,791 11,478 SH SOLE 0 0 11,478
CONSUMER STAPLES SELECT SECTOR ST STR STAPL E 81369Y308 274,131 3,300 SH SOLE 0 0 3,300
CORNING INC. COM 219350105 459,774 1,800 SH SOLE 0 0 1,800
COSTCO WHOLESALE COM 22160K105 590,282 631 SH SOLE 0 0 631
CROWDSTRIKE HOLDINGS CL A 22788C105 762,377 999 SH SOLE 0 0 999
CYTOKINETICS INC COM NEW 23282W605 5,816,347 68,275 SH SOLE 0 0 68,275
DHT HOLDINGS INC SHS NEW Y2065G121 1,709,202 103,400 SH SOLE 0 0 103,400
EXPAND ENERGY CORP COM 165167735 4,197,749 46,033 SH SOLE 0 0 46,033
EXPEDIA GROUP INC COM NEW 30212P303 3,064,163 11,975 SH SOLE 0 0 11,975
GOLAR LNG LIMITED COM STK USD1 SHS G9456A100 6,159,227 123,580 SH SOLE 0 0 123,580
GRANITE CONSTR INC COM 387328107 205,504 1,300 SH SOLE 0 0 1,300
GULFPORT ENERGY CORP COMMON SHARES 402635502 390,310 2,300 SH SOLE 0 0 2,300
HALOZYME THERAPEUTICS INC COM 40637H109 11,436,265 146,113 SH SOLE 0 0 146,113
HONEYWELL AEROSPACE INC COM 43849R105 585,641 2,649 SH SOLE 0 0 2,649
HONEYWELL INTL INC COM 438516205 593,111 2,649 SH SOLE 0 0 2,649
IDEX CORP COM 45167R104 204,255 900 SH SOLE 0 0 900
INMODE LTD COM ILS0.01 SHS M5425M103 192,984 13,200 SH SOLE 0 0 13,200
INTERCONTINENTAL EXCHANGE INC COM 45866F104 9,108,909 73,990 SH SOLE 0 0 73,990
INTERNATIONAL SEAWAYS INC COM Y41053102 1,231,567 16,080 SH SOLE 0 0 16,080
INVESCO QQQ TR UNIT SER 1 46090E103 368,200 500 SH SOLE 0 0 500
ISHARES ETHEREUM TR SHS 46438R105 118,900 10,000 SH SOLE 0 0 10,000
ISHARES SP 500 INDEX ETF CORE SP500 ET 464287200 5,308,132 7,088 SH SOLE 0 0 7,088
ISHARES SP 500/BARRA GROWTH I SP 500 GRWT E 464287309 959,272 6,975 SH SOLE 0 0 6,975
JACOBS SOLUTIONS INC. COM 46982L108 2,970,072 23,572 SH SOLE 0 0 23,572
JAZZ PHARMACEUTICALS PLC COM U SHS USD G50871105 6,485,226 26,913 SH SOLE 0 0 26,913
JOHNSON JOHNSON COM 478160104 1,269,596 4,999 SH SOLE 0 0 4,999
JP MORGAN CHASE COM 46625H100 12,237,887 37,387 SH SOLE 0 0 37,387
LILLY, ELI CO COM 532457108 7,540,816 6,287 SH SOLE 0 0 6,287
LINDE PLC COM EUR0.001 SHS G54950103 518,421 999 SH SOLE 0 0 999
MARTIN MARIETTA MATERIALS COM 573284106 8,128,587 14,095 SH SOLE 0 0 14,095
MARVELL TECHNOLOGY INC COM 573874104 1,102,193 3,700 SH SOLE 0 0 3,700
MASTERCARD INC CL A 57636Q104 4,979,352 9,695 SH SOLE 0 0 9,695
MERCADOLIBRE INC COM USD0.001 COM 58733R102 3,092,645 1,822 SH SOLE 0 0 1,822
MERCK CO INC NEW COM 58933Y105 320,864 2,497 SH SOLE 0 0 2,497
META PLATFORMS INC CLASS A COM CL A 30303M102 5,182,268 9,200 SH SOLE 0 0 9,200
MICRON COM 595112103 5,855,713 5,073 SH SOLE 0 0 5,073
MICROSOFT CORP COM 594918104 17,119,380 45,894 SH SOLE 0 0 45,894
MOTOROLA SOLUTIONS INC COM NEW 620076307 7,527,962 18,127 SH SOLE 0 0 18,127
MYR GRP INC COM USD0.01 COM 55405W104 436,349 872 SH SOLE 0 0 872
NAVIGATOR HOLDINGS LTD ORD SHS Y62132108 2,901,827 155,761 SH SOLE 0 0 155,761
NAVIOS MARITIME PARTNERS L.P. COM UNIT LPI Y62267409 210,210 3,000 SH SOLE 0 0 3,000
NETFLIX COM INC COM 64110L106 4,916,961 68,865 SH SOLE 0 0 68,865
NEWMONT MNG CORP HLDG CO COM 651639106 8,108,988 86,820 SH SOLE 0 0 86,820
NVIDIA CORP COM 67066G104 80,417,372 401,906 SH SOLE 0 0 401,906
ONEOK INC COM 682680103 812,889 9,350 SH SOLE 0 0 9,350
OPERA LIMITED SPON ADS EACH RE SPONSORED ADS 68373M107 870,041 43,875 SH SOLE 0 0 43,875
PALANTIR TECHNOLOGIES INC CL A 69608A108 208,023 1,783 SH SOLE 0 0 1,783
PRUDENTIAL FINANCIAL INC COM 744320102 280,402 2,598 SH SOLE 0 0 2,598
RAYONIER INC COM 754907103 5,992,448 281,600 SH SOLE 0 0 281,600
REGENERON PHARMACEUTICALS COM 75886F107 3,102,112 4,975 SH SOLE 0 0 4,975
RTX CORPORATION COM 75513E101 379,081 1,998 SH SOLE 0 0 1,998
SAFE BULKERS INC COM Y7388L103 157,750 25,000 SH SOLE 0 0 25,000
SALESFORCE.COM INC COM 79466L302 4,176,086 26,657 SH SOLE 0 0 26,657
SELECT SECTOR SPDR TR ST STR ENERG E 81369Y506 220,406 4,150 SH SOLE 0 0 4,150
SNOWFLAKE INC COM SHS 833445109 509,000 2,000 SH SOLE 0 0 2,000
SPDR GOLD TRUST GOLD SHS 78463V107 478,894 1,300 SH SOLE 0 0 1,300
SYNOPSYS INC COM 871607107 1,036,221 2,323 SH SOLE 0 0 2,323
TAIWAN SEMICONDUCTOR SP SPONSORED ADR 874039100 238,785 500 SH SOLE 0 0 500
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 7,644,388 30,580 SH SOLE 0 0 30,580
TECHNOLOGY SECTOR ETF ST STR TECHN E 81369Y803 1,167,888 6,130 SH SOLE 0 0 6,130
TEEKAY TANKERS LTD (BM) COM US CL A G8726X106 628,266 9,685 SH SOLE 0 0 9,685
TSAKOS ENERGY NAVIGATION COM U SHS G9108L173 212,220 6,000 SH SOLE 0 0 6,000
UNITED RENTALS INC COM 911363109 14,068,228 12,418 SH SOLE 0 0 12,418
VISA INC COM COM CL A 92826C839 7,949,395 23,170 SH SOLE 0 0 23,170
VISTRA CORP COM 92840M102 1,529,193 9,640 SH SOLE 0 0 9,640
VULCAN MATERIALS COM 929160109 5,473,616 18,554 SH SOLE 0 0 18,554
WALMART STORES INC COM 931142103 2,479,035 21,888 SH SOLE 0 0 21,888
WILLIAMS COMPANIES INC COM USD COM 969457100 223,020 3,000 SH SOLE 0 0 3,000
WORKDAY INC CL A 98138H101 2,953,015 24,122 SH SOLE 0 0 24,122
ZOOM VIDEO COMMUNICATIONS INC CL A 98980L101 3,629,767 42,055 SH SOLE 0 0 42,055