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
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
ABBVIE INC COM 00287Y109 892 8,327 SH   SOLE   8,327 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 10,211 20,418 SH   SOLE   20,418 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 40,064 172,147 SH   SOLE   172,147 0 0
ALPHABET INC CAP STK CL A 02079K305 114 65 SH   SOLE   65 0 0
ALPHABET INC CAP STK CL C 02079K107 24,241 13,837 SH   SOLE   13,837 0 0
ALTICE USA INC CL A 02156K103 961 25,382 SH   SOLE   25,382 0 0
AMAZON COM INC COM 023135106 48,659 14,940 SH   SOLE   14,940 0 0
AMERICAN EXPRESS CO COM 025816109 15,162 125,400 SH   SOLE   125,400 0 0
AON PLC SHS CL A G0403H108 2,156 10,204 SH   SOLE   10,204 0 0
APPLE INC COM 037833100 27,594 207,958 SH   SOLE   207,958 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103 3,451 90,854 SH   SOLE   90,854 0 0
BAIDU INC SPON ADR REP A 056752108 10,231 47,314 SH   SOLE   47,314 0 0
BARRICK GOLD CORP COM 067901108 3,804 167,000 SH   SOLE   167,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24,250 104,583 SH   SOLE   104,583 0 0
BILL COM HLDGS INC COM 090043100 1,097 8,036 SH   SOLE   8,036 0 0
BK OF AMERICA CORP COM 060505104 14,937 492,800 SH   SOLE   492,800 0 0
BOOKING HOLDINGS INC COM 09857L108 849 381 SH   SOLE   381 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 765 12,340 SH   SOLE   12,340 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 3,400 58,356 SH   SOLE   58,356 0 0
CATERPILLAR INC COM 149123101 841 4,618 SH   SOLE   4,618 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 25,136 37,995 SH   SOLE   37,995 0 0
COCA COLA CO COM 191216100 69 1,250 SH   SOLE   1,250 0 0
COLGATE PALMOLIVE CO COM 194162103 64 750 SH   SOLE   750 0 0
CROWN HLDGS INC COM 228368106 1,387 13,846 SH   SOLE   13,846 0 0
DANAHER CORPORATION COM 235851102 769 3,461 SH   SOLE   3,461 0 0
DISCOVER FINL SVCS COM 254709108 932 10,291 SH   SOLE   10,291 0 0
DISH NETWORK CORPORATION CL A 25470M109 754 23,317 SH   SOLE   23,317 0 0
DISNEY WALT CO COM 254687106 995 5,494 SH   SOLE   5,494 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 863 8,880 SH   SOLE   8,880 0 0
EBAY INC. COM 278642103 67 1,325 SH   SOLE   1,325 0 0
ENCOMPASS HEALTH CORP COM 29261A100 850 10,283 SH   SOLE   10,283 0 0
EXPEDIA GROUP INC COM NEW 30212P303 854 6,453 SH   SOLE   6,453 0 0
FACEBOOK INC CL A 30303M102 24,116 88,285 SH   SOLE   88,285 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 872 22,296 SH   SOLE   22,296 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 2,037 14,400 SH   SOLE   14,400 0 0
FIRSTENERGY CORP COM 337932107 846 27,625 SH   SOLE   27,625 0 0
FISERV INC COM 337738108 2,192 19,256 SH   SOLE   19,256 0 0
FORTIVE CORP COM 34959J108 785 11,079 SH   SOLE   11,079 0 0
FREEPORT-MCMORAN INC CL B 35671D857 4,371 168,000 SH   SOLE   168,000 0 0
GENERAL ELECTRIC CO COM 369604103 4,179 386,900 SH   SOLE   386,900 0 0
GLOBAL PMTS INC COM 37940X102 900 4,180 SH   SOLE   4,180 0 0
GODADDY INC CL A 380237107 1,438 17,334 SH   SOLE   17,334 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 23,001 178,678 SH   SOLE   178,678 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 812 11,095 SH   SOLE   11,095 0 0
INSULET CORP COM 45784P101 780 3,052 SH   SOLE   3,052 0 0
INTEL CORP COM 458140100 9,428 189,250 SH   SOLE   189,250 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 51,821 767,030 SH   SOLE   767,030 0 0
JOHNSON & JOHNSON COM 478160104 79 500 SH   SOLE   500 0 0
JPMORGAN CHASE & CO COM 46625H100 15,566 122,500 SH   SOLE   122,500 0 0
KIMBERLY-CLARK CORP COM 494368103 61 450 SH   SOLE   450 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 2,168 13,690 SH   SOLE   13,690 0 0
MASTERCARD INCORPORATED CL A 57636Q104 24,275 68,008 SH   SOLE   68,008 0 0
MATCH GROUP INC NEW COM 57667L107 914 6,046 SH   SOLE   6,046 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 871 9,824 SH   SOLE   9,824 0 0
MERCADOLIBRE INC COM 58733R102 42,763 25,527 SH   SOLE   25,527 0 0
MICRON TECHNOLOGY INC COM 595112103 9,943 132,260 SH   SOLE   132,260 0 0
MICROSOFT CORP COM 594918104 45,058 202,581 SH   SOLE   202,581 0 0
MIRATI THERAPEUTICS INC COM 60468T105 759 3,457 SH   SOLE   3,457 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 858 9,275 SH   SOLE   9,275 0 0
NETFLIX INC COM 64110L106 893 1,652 SH   SOLE   1,652 0 0
NEW YORK TIMES CO CL A 650111107 22,558 435,739 SH   SOLE   435,739 0 0
NOVARTIS AG SPONSORED ADR 66987V109 57 600 SH   SOLE   600 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 1,016 23,050 SH   SOLE   23,050 0 0
PAYPAL HLDGS INC COM 70450Y103 29,234 124,824 SH   SOLE   124,824 0 0
PFIZER INC COM 717081103 55 1,500 SH   SOLE   1,500 0 0
PROCTER AND GAMBLE CO COM 742718109 83 600 SH   SOLE   600 0 0
PROGRESSIVE CORP COM 743315103 827 8,364 SH   SOLE   8,364 0 0
PROSHARES TR II ULTRASHORT YEN N 74347W569 271 4,000 SH   SOLE   4,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 13,186 184,400 SH   SOLE   184,400 0 0
SALESFORCE COM INC COM 79466L302 10,563 47,468 SH   SOLE   47,468 0 0
SAREPTA THERAPEUTICS INC COM 803607100 969 5,681 SH   SOLE   5,681 0 0
SEA LTD SPONSORD ADS 81141R100 924 4,643 SH   SOLE   4,643 0 0
SERVICENOW INC COM 81762P102 9,494 17,249 SH   SOLE   17,249 0 0
SHOPIFY INC CL A 82509L107 983 868 SH   SOLE   868 0 0
SPDR GOLD TR GOLD SHS 78463V107 117,563 659,135 SH   SOLE   659,135 0 0
SYNCHRONY FINANCIAL COM 87165B103 901 25,955 SH   SOLE   25,955 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 904 8,295 SH   SOLE   8,295 0 0
TESLA INC COM 88160R101 529 750 SH   SOLE   750 0 0
T-MOBILE US INC COM 872590104 2,212 16,406 SH   SOLE   16,406 0 0
TRANSDIGM GROUP INC COM 893641100 2,833 4,578 SH   SOLE   4,578 0 0
UNILEVER PLC SPON ADR NEW 904767704 14,076 233,200 SH   SOLE   233,200 0 0
UNITED AIRLS HLDGS INC COM 910047109 846 19,556 SH   SOLE   19,556 0 0
VIATRIS INC COM 92556V106 3 186 SH   SOLE   186 0 0
VISA INC COM CL A 92826C839 2,198 10,048 SH   SOLE   10,048 0 0
VISTRA CORP COM 92840M102 807 41,053 SH   SOLE   41,053 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 21 1,300 SH   SOLE   1,300 0 0
VOYA FINANCIAL INC COM 929089100 832 14,150 SH   SOLE   14,150 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 503 9,250 SH   SOLE   9,250 0 0
WORKDAY INC CL A 98138H101 9,645 40,253 SH   SOLE   40,253 0 0
YANDEX N V SHS CLASS A N97284108 6,644 95,488 SH   SOLE   95,488 0 0