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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS COM 00724F101   999,404 1,960 SH   SOLE   1,960 0 0
ALPHABET INC CAP STK CL C 02079K107   18,628,032 141,282 SH   SOLE   141,282 0 0
ALPHABET INC CAP STK CAP STK CL A 02079K305   6,854,447 52,380 SH   SOLE   52,380 0 0
AMAZON.COM INC COM 023135106   15,269,654 120,120 SH   SOLE   120,120 0 0
APPLE COMPUTER INC COM 037833100   21,606,360 126,198 SH   SOLE   126,198 0 0
ATERIAN INC COM 02156U101   4,905 15,000 SH   SOLE   15,000 0 0
AUTODESK INC COM 052769106   5,457,872 26,378 SH   SOLE   26,378 0 0
BANK OF AMERICA CORP COM 060505104   5,135,804 187,575 SH   SOLE   187,575 0 0
BERKSHIRE HATHAWAY INC CL A 084670108   1,062,954 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   7,120,548 20,327 SH   SOLE   20,327 0 0
BRISTOL MYERS SQUIBB COM 110122108   3,260,919 56,184 SH   SOLE   56,184 0 0
CF INDS HLDGS INC COM 125269100   6,739,593 78,605 SH   SOLE   78,605 0 0
CHARTER COMMUNICATIONS INC NEW CL A 16119P108   2,214,934 5,036 SH   SOLE   5,036 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   503,753 275 SH   SOLE   275 0 0
COMCAST CL A VTG CL A 20030N101   2,318,982 52,300 SH   SOLE   52,300 0 0
COMMUNICATION SVCS SECTOR ETF COMMUNICATION 81369Y852   269,821 4,115 SH   SOLE   4,115 0 0
CONOCOPHILLIPS COM 20825C104   6,923,242 57,790 SH   SOLE   57,790 0 0
CONSUMER STAPLES SELECT SECTOR SBI CONS STPLS 81369Y308   227,073 3,300 SH   SOLE   3,300 0 0
COSTCO WHOLESALE COM 22160K105   491,515 870 SH   SOLE   870 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,374,560 8,875 SH   SOLE   8,875 0 0
ELECTRONIC ARTS COM 285512109   3,994,872 33,180 SH   SOLE   33,180 0 0
EXPEDIA GROUP INC COM NEW 30212P303   5,014,871 48,655 SH   SOLE   48,655 0 0
FIRST SOLAR INC COM 336433107   5,440,574 33,669 SH   SOLE   33,669 0 0
FISERV INC COM 337738108   1,537,386 13,610 SH   SOLE   13,610 0 0
GOLAR LNG LIMITED COM STK USD1 SHS G9456A100   1,754,726 72,330 SH   SOLE   72,330 0 0
GRANITE CONSTR INC COM 387328107   433,428 11,400 SH   SOLE   11,400 0 0
HERC HOLDINGS INC COM 42704L104   2,499,643 21,016 SH   SOLE   21,016 0 0
HOME DEPOT COM 437076102   3,160,896 10,461 SH   SOLE   10,461 0 0
HONEYWELL INTL INC COM 438516106   988,359 5,350 SH   SOLE   5,350 0 0
INMODE LTD COM ILS0.01 SHS M5425M103   1,487,666 48,840 SH   SOLE   48,840 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   2,939,734 26,720 SH   SOLE   26,720 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   268,702 750 SH   SOLE   750 0 0
ISHARES NATL AMT FREE MUNI ETF NATL MUNI ETF 464288414   502,446 4,900 SH   SOLE   4,900 0 0
ISHARES SP 500 INDEX ETF CORE SP 500 E 464287200   2,892,211 6,735 SH   SOLE   6,735 0 0
ISHARES SP 500/BARRA GROWTH I SP 500 GRWT E 464287309   478,940 7,000 SH   SOLE   7,000 0 0
JOHNSON JOHNSON COM 478160104   778,750 5,000 SH   SOLE   5,000 0 0
JP MORGAN CHASE COM 46625H100   6,292,708 43,392 SH   SOLE   43,392 0 0
LINDE PLC COM EUR0.001 SHS G54950103   372,350 1,000 SH   SOLE   1,000 0 0
LOCKHEED MARTIN COM 539830109   490,752 1,200 SH   SOLE   1,200 0 0
MARRIOTT INTERNATIONAL INC COM CL A 571903202   235,872 1,200 SH   SOLE   1,200 0 0
MARTIN MARIETTA MATERIALS COM 573284106   6,237,244 15,195 SH   SOLE   15,195 0 0
MASTERCARD INC CL A 57636Q104   3,921,489 9,905 SH   SOLE   9,905 0 0
MATADOR RESOURCES COMPANY COM COM 576485205   2,484,182 41,765 SH   SOLE   41,765 0 0
MERCADOLIBRE INC COM USD0.001 COM 58733R102   2,092,002 1,650 SH   SOLE   1,650 0 0
MERCK CO INC NEW COM 58933Y105   288,260 2,800 SH   SOLE   2,800 0 0
META PLATFORMS INC. CL A 30303M102   2,431,701 8,100 SH   SOLE   8,100 0 0
MICRON COM 595112103   564,649 8,300 SH   SOLE   8,300 0 0
MICROSOFT CORP COM 594918104   19,628,599 62,165 SH   SOLE   62,165 0 0
NEXTERA ENERGY INC COM 65339F101   5,317,371 92,815 SH   SOLE   92,815 0 0
NVIDIA CORP COM 67066G104   16,877,612 38,800 SH   SOLE   38,800 0 0
OLIN CORP NEW COM PAR $1 680665205   249,900 5,000 SH   SOLE   5,000 0 0
ORACLE CORPORATION COM 68389X105   3,833,774 36,195 SH   SOLE   36,195 0 0
PFIZER INC COM 717081103   2,158,040 65,060 SH   SOLE   65,060 0 0
PIONEER NATURAL RESOURCES CO COM 723787107   2,210,107 9,628 SH   SOLE   9,628 0 0
PRUDENTIAL FINANCIAL INC COM 744320102   1,124,446 11,850 SH   SOLE   11,850 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   1,800,689 25,020 SH   SOLE   25,020 0 0
REGENERON PHARMACEUTICALS COM 75886F107   10,806,288 13,131 SH   SOLE   13,131 0 0
SAFE BULKERS INC COM Y7388L103   1,656,243 511,186 SH   SOLE   511,186 0 0
SALESFORCE.COM INC COM 79466L302   1,738,838 8,575 SH   SOLE   8,575 0 0
SNOWFLAKE INC CL A 833445109   381,925 2,500 SH   SOLE   2,500 0 0
SOCIEDAD QUIMICA MINERA DE CH SPON ADR SER B 833635105   1,485,723 24,899 SH   SOLE   24,899 0 0
STAR BULK CARRIERS CORP COM US SHS PAR Y8162K204   1,107,038 57,419 SH   SOLE   57,419 0 0
STARBUCKS CORP COM 855244109   2,318,258 25,400 SH   SOLE   25,400 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109   6,245,951 44,490 SH   SOLE   44,490 0 0
TECHNOLOGY SECTOR ETF TECHNOLOGY 81369Y803   533,592 3,255 SH   SOLE   3,255 0 0
TELLURIAN INC NEW COM 87968A104   81,200 70,000 SH   SOLE   70,000 0 0
UNITED RENTALS INC COM 911363109   10,509,190 23,639 SH   SOLE   23,639 0 0
UNITEDHEALTH GROUP COM 91324P102   537,467 1,066 SH   SOLE   1,066 0 0
VISA INC COM COM CL A 92826C839   5,878,596 25,558 SH   SOLE   25,558 0 0
VULCAN MATERIALS COM 929160109   4,224,238 20,910 SH   SOLE   20,910 0 0
WALMART STORES INC COM 931142103   2,662,834 16,650 SH   SOLE   16,650 0 0
WELLS FARGO CO NEW DEP SHS P COM 949746RG8   14,699,400 150,000 SH   SOLE   150,000 0 0