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
BERKSHIRE HATHAWAY INC DEL CL A 084670108   466 1 SH   SOLE 1 0 0 1
LILLY ELI & CO COM 532457108   254 740 SH   SOLE 1 0 0 740
VANGUARD WORLD FDS INF TECH ETF 92204A702   385 1,000 SH   SOLE 1 0 0 1,000
DANAHER CORPORATION COM 235851102   254 1,008 SH   SOLE 1 0 0 1,008
ALEXANDERS INC COM 014752109   228 1,179 SH   SOLE 1 0 0 1,179
HUMANA INC COM 444859102   659 1,357 SH   SOLE 1 0 0 1,357
CHARLES RIV LABS INTL INC COM 159864107   281 1,390 SH   SOLE 1 0 0 1,390
ISHARES TR EXPANDED TECH 464287515   457 1,500 SH   SOLE 1 0 0 1,500
VANGUARD INDEX FDS GROWTH ETF 922908736   399 1,600 SH   SOLE 1 0 0 1,600
FEDEX CORP COM 31428X106   368 1,609 SH   SOLE 1 0 0 1,609
AVERY DENNISON CORP COM 053611109   295 1,650 SH   SOLE 1 0 0 1,650
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   224 1,780 SH   SOLE 1 0 0 1,780
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   284 1,900 SH   SOLE 1 0 0 1,900
SITIME CORP COM 82982T106   274 1,925 SH   SOLE 1 0 0 1,925
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   259 2,000 SH   SOLE 1 0 0 2,000
GALLAGHER ARTHUR J & CO COM 363576109   399 2,085 SH   SOLE 1 0 0 2,085
CAPITAL ONE FINL CORP COM 14040H105   203 2,112 SH   SOLE 1 0 0 2,112
CINTAS CORP COM 172908105   991 2,142 SH   SOLE 1 1,000 0 1,142
INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 46138E149   327 2,500 SH   SOLE 1 0 0 2,500
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   351 2,500 SH   SOLE 1 0 0 2,500
CONSOLIDATED EDISON INC COM 209115104   244 2,555 SH   SOLE 1 0 0 2,555
EXXON MOBIL CORP COM 30231G102   307 2,800 SH   SOLE 1 0 0 2,800
NVIDIA CORPORATION COM 67066G104   832 2,995 SH   SOLE 1 500 0 2,495
ISHARES TR US BR DEL SE ETF 464288794   275 3,000 SH   SOLE 1 0 0 3,000
DOMINOS PIZZA INC COM 25754A201   990 3,000 SH   SOLE 1 3,000 0 0
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700   261 3,000 SH   SOLE 1 0 0 3,000
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   338 3,200 SH   SOLE 1 0 0 3,200
TARGA RES CORP COM 87612G101   233 3,200 SH   SOLE 1 3,200 0 0
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192   234 3,500 SH   SOLE 1 0 0 3,500
EOG RES INC COM 26875P101   401 3,500 SH   SOLE 1 3,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,733 3,667 SH   SOLE 1 1,600 0 2,067
LAM RESEARCH CORP COM 512807108   1,967 3,711 SH   SOLE 1 1,500 0 2,211
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   362 3,889 SH   SOLE 1 0 0 3,889
INTRA-CELLULAR THERAPIES INC COM 46116X101   217 4,000 SH   SOLE 1 0 0 4,000
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   385 4,192 SH   SOLE 1 0 0 4,192
ADVANCE AUTO PARTS INC COM 00751Y106   547 4,500 SH   SOLE 1 4,500 0 0
FIRST AMERN FINL CORP COM 31847R102   263 4,720 SH   SOLE 1 0 0 4,720
CMS ENERGY CORP COM 125896100   292 4,750 SH   SOLE 1 0 0 4,750
VERTEX PHARMACEUTICALS INC COM 92532F100   1,537 4,878 SH   SOLE 1 3,000 0 1,878
SPDR SER TR S&P BIOTECH 78464A870   381 5,000 SH   SOLE 1 0 0 5,000
M & T BK CORP COM 55261F104   636 5,320 SH   SOLE 1 0 0 5,320
HOULIHAN LOKEY INC CL A 441593100   508 5,809 SH   SOLE 1 0 0 5,809
NETFLIX INC COM 64110L106   2,042 5,910 SH   SOLE 1 5,910 0 0
WISDOMTREE TR US QTLY DIV GRT 97717X669   374 6,000 SH   SOLE 1 0 0 6,000
VICOR CORP COM 925815102   282 6,000 SH   SOLE 1 6,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   242 6,000 SH   SOLE 1 0 0 6,000
REGENERON PHARMACEUTICALS COM 75886F107   5,310 6,462 SH   SOLE 1 5,600 0 862
TELEDYNE TECHNOLOGIES INC COM 879360105   2,945 6,584 SH   SOLE 1 6,584 0 0
AMERISOURCEBERGEN CORP COM 03073E105   1,083 6,766 SH   SOLE 1 6,766 0 0
CONOCOPHILLIPS COM 20825C104   675 6,800 SH   SOLE 1 6,800 0 0
REPUBLIC SVCS INC COM 760759100   928 6,865 SH   SOLE 1 6,865 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   206 7,000 SH   SOLE 1 7,000 0 0
DEERE & CO COM 244199105   3,097 7,500 SH   SOLE 1 7,500 0 0
DISNEY WALT CO COM 254687106   761 7,600 SH   SOLE 1 7,600 0 0
GENERAL MLS INC COM 370334104   701 8,200 SH   SOLE 1 8,200 0 0
LKQ CORP COM 501889208   477 8,400 SH   SOLE 1 8,400 0 0
GRAINGER W W INC COM 384802104   5,855 8,500 SH   SOLE 1 8,500 0 0
TELEFLEX INCORPORATED COM 879369106   2,272 8,970 SH   SOLE 1 7,000 0 1,970
UNITED STS OIL FD LP UNITS 91232N207   598 9,000 SH   SOLE 1 9,000 0 0
PALO ALTO NETWORKS INC COM 697435105   1,876 9,390 SH   SOLE 1 7,400 0 1,990
CROWDSTRIKE HLDGS INC CL A 22788C105   1,315 9,583 SH   SOLE 1 6,000 0 3,583
ROYAL GOLD INC COM 780287108   1,312 10,115 SH   SOLE 1 10,115 0 0
WASTE MGMT INC DEL COM 94106L109   1,668 10,220 SH   SOLE 1 6,200 0 4,020
NLIGHT INC COM 65487K100   108 10,645 SH   SOLE 1 0 0 10,645
ZOETIS INC CL A 98978V103   1,901 11,422 SH   SOLE 1 8,000 0 3,422
ON SEMICONDUCTOR CORP COM 682189105   941 11,435 SH   SOLE 1 11,435 0 0
SPDR GOLD TR GOLD SHS 78463V107   2,107 11,500 SH   SOLE 1 0 0 11,500
PARAMOUNT GLOBAL 5.75% CONV PFD A 92556H305   353 11,780 SH   SOLE 1 0 0 11,780
UNION PAC CORP COM 907818108   2,566 12,750 SH   SOLE 1 0 0 12,750
D R HORTON INC COM 23331A109   1,331 13,621 SH   SOLE 1 0 0 13,621
UNITED RENTALS INC COM 911363109   5,511 13,925 SH   SOLE 1 13,925 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   8,028 13,928 SH   SOLE 1 11,400 0 2,528
ANSYS INC COM 03662Q105   4,692 14,100 SH   SOLE 1 14,100 0 0
SIMON PPTY GROUP INC NEW COM 828806109   1,634 14,593 SH   SOLE 1 0 0 14,593
VULCAN MATLS CO COM 929160109   2,573 15,000 SH   SOLE 1 15,000 0 0
ABBOTT LABS COM 002824100   1,578 15,579 SH   SOLE 1 8,000 0 7,579
ELEVANCE HEALTH INC COM 036752103   7,476 16,259 SH   SOLE 1 15,000 0 1,259
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,736 16,649 SH   SOLE 1 9,400 0 7,249
LABORATORY CORP AMER HLDGS COM NEW 50540R409   3,868 16,862 SH   SOLE 1 13,000 0 3,862
TETRA TECH INC NEW COM 88162G103   2,500 17,015 SH   SOLE 1 17,015 0 0
T-MOBILE US INC COM 872590104   2,524 17,426 SH   SOLE 1 9,100 0 8,326
APPLIED MATLS INC COM 038222105   2,192 17,849 SH   SOLE 1 17,849 0 0
ILLUMINA INC COM 452327109   4,181 17,980 SH   SOLE 1 17,980 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   4,680 18,228 SH   SOLE 1 0 0 18,228
BROADCOM INC COM 11135F101   12,053 18,787 SH   SOLE 1 10,000 0 8,787
CUMMINS INC COM 231021106   4,504 18,856 SH   SOLE 1 3,500 0 15,356
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   2,907 19,250 SH   SOLE 1 15,000 0 4,250
NORTHROP GRUMMAN CORP COM 666807102   9,233 19,996 SH   SOLE 1 17,795 0 2,201
ORACLE CORP COM 68389X105   1,883 20,261 SH   SOLE 1 10,800 0 9,461
DIGITAL RLTY TR INC COM 253868103   2,016 20,504 SH   SOLE 1 0 0 20,504
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   6,547 20,587 SH   SOLE 1 19,000 0 1,587
AMAZON COM INC COM 023135106   2,143 20,751 SH   SOLE 1 7,500 0 13,251
PEPSICO INC COM 713448108   3,803 20,862 SH   SOLE 1 0 0 20,862
NEXTERA ENERGY INC COM 65339F101   1,634 21,201 SH   SOLE 1 0 0 21,201
HEICO CORP NEW COM 422806109   3,629 21,218 SH   SOLE 1 18,800 0 2,418
AMDOCS LTD SHS G02602103   2,109 21,967 SH   SOLE 1 13,600 0 8,367
MOTOROLA SOLUTIONS INC COM NEW 620076307   6,692 23,387 SH   SOLE 1 17,100 0 6,287
CHENIERE ENERGY INC COM NEW 16411R208   3,884 24,642 SH   SOLE 1 24,642 0 0
SMUCKER J M CO COM NEW 832696405   4,046 25,709 SH   SOLE 1 0 0 25,709
COMCAST CORP NEW CL A 20030N101   976 25,747 SH   SOLE 1 0 0 25,747
JACOBS SOLUTIONS INC COM 46982L108   3,049 25,943 SH   SOLE 1 20,000 0 5,943
WESTLAKE CHEM PARTNERS LP COM UNIT RP LP 960417103   596 27,090 SH   SOLE 1 0 0 27,090
SNAP ON INC COM 833034101   6,821 27,627 SH   SOLE 1 23,000 0 4,627
TARGET CORP COM 87612E106   4,611 27,839 SH   SOLE 1 7,300 0 20,539
CARLISLE COS INC COM 142339100   6,336 28,026 SH   SOLE 1 20,000 0 8,026
GARMIN LTD SHS H2906T109   2,963 29,362 SH   SOLE 1 5,200 0 24,162
WILLIAMS SONOMA INC COM 969904101   3,668 30,149 SH   SOLE 1 25,000 0 5,149
CME GROUP INC COM 12572Q105   6,098 31,838 SH   SOLE 1 30,000 0 1,838
AMGEN INC COM 031162100   7,757 32,085 SH   SOLE 1 17,900 0 14,185
INTUITIVE SURGICAL INC COM NEW 46120E602   8,600 33,664 SH   SOLE 1 28,200 0 5,464
CITIGROUP INC COM NEW 172967424   1,591 33,920 SH   SOLE 1 0 0 33,920
EMERSON ELEC CO COM 291011104   3,062 35,137 SH   SOLE 1 0 0 35,137
RAYMOND JAMES FINL INC COM 754730109   3,292 35,300 SH   SOLE 1 35,300 0 0
HOME DEPOT INC COM 437076102   10,424 35,320 SH   SOLE 1 19,000 0 16,320
EDWARDS LIFESCIENCES CORP COM 28176E108   2,961 35,792 SH   SOLE 1 33,000 0 2,792
TRANE TECHNOLOGIES PLC SHS G8994E103   7,117 38,686 SH   SOLE 1 7,200 0 31,486
APTIV PLC SHS G6095L109   4,359 38,858 SH   SOLE 1 32,000 0 6,858
CHART INDS INC COM 16115Q308   5,251 41,877 SH   SOLE 1 38,000 0 3,877
PULTE GROUP INC COM 745867101   2,486 42,664 SH   SOLE 1 42,664 0 0
SAN JUAN BASIN RTY TR UNIT BEN INT 798241105   450 42,779 SH   SOLE 1 0 0 42,779
TJX COS INC NEW COM 872540109   3,398 43,367 SH   SOLE 1 21,900 0 21,467
DOLLAR GEN CORP NEW COM 256677105   9,332 44,342 SH   SOLE 1 35,650 0 8,692
MICROSOFT CORP COM 594918104   13,587 47,127 SH   SOLE 1 37,200 0 9,927
VERIZON COMMUNICATIONS INC COM 92343V104   1,959 50,361 SH   SOLE 1 0 0 50,361
CARRIER GLOBAL CORPORATION COM 14448C104   2,395 52,359 SH   SOLE 1 33,000 0 19,359
AKAMAI TECHNOLOGIES INC COM 00971T101   4,152 53,029 SH   SOLE 1 40,000 0 13,029
ADVANCED MICRO DEVICES INC COM 007903107   5,434 55,446 SH   SOLE 1 48,500 0 6,946
MP MATERIALS CORP COM CL A 553368101   1,565 55,510 SH   SOLE 1 34,000 0 21,510
AEROJET ROCKETDYNE HLDGS INC COM 007800105   3,283 58,456 SH   SOLE 1 52,500 0 5,956
QUEST DIAGNOSTICS INC COM 74834L100   8,292 58,609 SH   SOLE 1 38,000 0 20,609
TEXAS INSTRS INC COM 882508104   10,992 59,095 SH   SOLE 1 32,300 0 26,795
KRAFT HEINZ CO COM 500754106   2,420 62,577 SH   SOLE 1 17,600 0 44,977
FLOWSERVE CORP COM 34354P105   2,170 63,832 SH   SOLE 1 0 0 63,832
QUALCOMM INC COM 747525103   8,240 64,585 SH   SOLE 1 54,900 0 9,685
FISERV INC COM 337738108   7,374 65,235 SH   SOLE 1 63,000 0 2,235
JOHNSON & JOHNSON COM 478160104   10,162 65,563 SH   SOLE 1 24,200 0 41,363
MERCK & CO INC COM 58933Y105   6,988 65,686 SH   SOLE 1 21,800 0 43,886
L3HARRIS TECHNOLOGIES INC COM 502431109   13,427 68,423 SH   SOLE 1 48,400 0 20,023
INGREDION INC COM 457187102   7,017 68,973 SH   SOLE 1 33,000 0 35,973
ABBVIE INC COM 00287Y109   11,157 70,004 SH   SOLE 1 38,500 0 31,504
PFIZER INC COM 717081103   2,975 72,915 SH   SOLE 1 23,000 0 49,915
CHEVRON CORP NEW COM 166764100   11,976 73,400 SH   SOLE 1 47,000 0 26,400
VALVOLINE INC COM 92047W101   2,842 81,346 SH   SOLE 1 45,000 0 36,346
CISCO SYS INC COM 17275R102   4,698 89,877 SH   SOLE 1 10,400 0 79,477
RINGCENTRAL INC CL A 76680R206   2,829 92,238 SH   SOLE 1 80,000 0 12,238
PROFRAC HLDG CORP CLASS A COM 74319N100   1,206 95,165 SH   SOLE 1 95,165 0 0
BANK NEW YORK MELLON CORP COM 064058100   4,333 95,354 SH   SOLE 1 19,500 0 75,854
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   1,210 97,000 SH   SOLE 1 97,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   9,622 98,258 SH   SOLE 1 56,000 0 42,258
UBER TECHNOLOGIES INC COM 90353T100   3,297 104,000 SH   SOLE 1 104,000 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105   3,655 104,580 SH   SOLE 1 0 0 104,580
WILLIAMS COS INC COM 969457100   3,177 106,383 SH   SOLE 1 0 0 106,383
NUTRIEN LTD COM 67077M108   8,158 110,464 SH   SOLE 1 77,500 0 32,964
TYSON FOODS INC CL A 902494103   6,615 111,509 SH   SOLE 1 77,300 0 34,209
HELMERICH & PAYNE INC COM 423452101   4,183 117,000 SH   SOLE 1 117,000 0 0
MONDELEZ INTL INC CL A 609207105   8,392 120,371 SH   SOLE 1 52,000 0 68,371
METLIFE INC COM 59156R108   7,102 122,570 SH   SOLE 1 70,000 0 52,570
AGNICO EAGLE MINES LTD COM 008474108   6,311 123,825 SH   SOLE 1 77,000 0 46,825
ALPHABET INC CAP STK CL A 02079K305   12,931 124,660 SH   SOLE 1 116,000 0 8,660
DEVON ENERGY CORP NEW COM 25179M103   6,522 128,876 SH   SOLE 1 85,000 0 43,876
JPMORGAN CHASE & CO COM 46625H100   18,159 139,351 SH   SOLE 1 98,800 0 40,551
ALPHABET INC CAP STK CL C 02079K107   15,013 144,360 SH   SOLE 1 121,700 0 22,660
PORTLAND GEN ELEC CO COM NEW 736508847   7,251 148,320 SH   SOLE 1 59,000 0 89,320
APPLE INC COM 037833100   31,571 191,455 SH   SOLE 1 172,600 0 18,855
PLUG POWER INC COM NEW 72919P202   2,529 215,798 SH   SOLE 1 176,500 0 39,298
TECK RESOURCES LTD CL B 878742204   8,241 225,794 SH   SOLE 1 182,900 0 42,894
HP INC COM 40434L105   6,651 226,623 SH   SOLE 1 129,500 0 97,123
IMAX CORP COM 45245E109   6,565 342,285 SH   SOLE 1 270,000 0 72,285
BANK AMERICA CORP COM 060505104   10,978 383,849 SH   SOLE 1 267,568 0 116,281
AES CORP COM 00130H105   10,410 432,325 SH   SOLE 1 288,000 0 144,325
WELLS FARGO CO NEW COM 949746101   17,717 473,971 SH   SOLE 1 0 0 473,971
HAWKS ACQUISITION CORP CL A 42032P108   5,085 500,000 SH   SOLE 1 500,000 0 0