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 36 329 SH   SOLE   329 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 9,706 20,418 SH   SOLE   20,418 0 0
AES CORP COM 00130H105 906 33,786 SH   SOLE   33,786 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 41,203 181,728 SH   SOLE   181,728 0 0
ALPHABET INC CAP STK CL A 02079K305 4,797 2,326 SH   SOLE   2,326 0 0
ALPHABET INC CAP STK CL C 02079K107 22,941 11,090 SH   SOLE   11,090 0 0
AMAZON COM INC COM 023135106 48,453 15,660 SH   SOLE   15,660 0 0
AMERICAN EXPRESS CO COM 025816109 17,737 125,400 SH   SOLE   125,400 0 0
APPLE INC COM 037833100 26,058 213,328 SH   SOLE   213,328 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103 3,328 90,854 SH   SOLE   90,854 0 0
ATLASSIAN CORP PLC CL A G06242104 780 3,701 SH   SOLE   3,701 0 0
BAIDU INC SPON ADR REP A 056752108 5,147 23,657 SH   SOLE   23,657 0 0
BARRICK GOLD CORP COM 067901108 3,307 167,000 SH   SOLE   167,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29,478 115,388 SH   SOLE   115,388 0 0
BK OF AMERICA CORP COM 060505104 19,066 492,800 SH   SOLE   492,800 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 2,731 58,356 SH   SOLE   58,356 0 0
CARVANA CO CL A 146869102 844 3,217 SH   SOLE   3,217 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 23,153 37,524 SH   SOLE   37,524 0 0
CHENIERE ENERGY INC COM NEW 16411R208 985 13,678 SH   SOLE   13,678 0 0
COCA COLA CO COM 191216100 66 1,250 SH   SOLE   1,250 0 0
COLGATE PALMOLIVE CO COM 194162103 59 750 SH   SOLE   750 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 720 3,947 SH   SOLE   3,947 0 0
DISNEY WALT CO COM 254687106 4,776 25,886 SH   SOLE   25,886 0 0
DYNATRACE INC COM NEW 268150109 867 17,964 SH   SOLE   17,964 0 0
EBAY INC. COM 278642103 995 16,255 SH   SOLE   16,255 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 899 30,541 SH   SOLE   30,541 0 0
ELASTIC N V ORD SHS N14506104 663 5,961 SH   SOLE   5,961 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,041 6,049 SH   SOLE   6,049 0 0
FACEBOOK INC CL A 30303M102 30,603 103,904 SH   SOLE   103,904 0 0
FARFETCH LTD ORD SH CL A 30744W107 736 13,880 SH   SOLE   13,880 0 0
FREEPORT-MCMORAN INC CL B 35671D857 5,532 168,000 SH   SOLE   168,000 0 0
GENERAL ELECTRIC CO COM 369604103 5,080 386,900 SH   SOLE   386,900 0 0
GODADDY INC CL A 380237107 877 11,293 SH   SOLE   11,293 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 18,159 178,678 SH   SOLE   178,678 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 988 10,735 SH   SOLE   10,735 0 0
IAC INTERACTIVECORP NEW COM 44891N109 776 3,587 SH   SOLE   3,587 0 0
INSULET CORP COM 45784P101 880 3,372 SH   SOLE   3,372 0 0
INTEL CORP COM 458140100 12,112 189,250 SH   SOLE   189,250 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 52,557 767,030 SH   SOLE   767,030 0 0
JOHNSON & JOHNSON COM 478160104 82 500 SH   SOLE   500 0 0
JPMORGAN CHASE & CO COM 46625H100 18,648 122,500 SH   SOLE   122,500 0 0
KIMBERLY-CLARK CORP COM 494368103 63 450 SH   SOLE   450 0 0
KOHLS CORP COM 500255104 1,158 19,427 SH   SOLE   19,427 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 935 6,226 SH   SOLE   6,226 0 0
LPL FINL HLDGS INC COM 50212V100 1,019 7,167 SH   SOLE   7,167 0 0
LYFT INC CL A COM 55087P104 1,038 16,433 SH   SOLE   16,433 0 0
MASTERCARD INCORPORATED CL A 57636Q104 25,734 72,276 SH   SOLE   72,276 0 0
MERCADOLIBRE INC COM 58733R102 38,312 26,025 SH   SOLE   26,025 0 0
MICRON TECHNOLOGY INC COM 595112103 12,607 142,920 SH   SOLE   142,920 0 0
MICROSOFT CORP COM 594918104 48,438 205,448 SH   SOLE   205,448 0 0
MONGODB INC CL A 60937P106 617 2,309 SH   SOLE   2,309 0 0
NETFLIX INC COM 64110L106 896 1,718 SH   SOLE   1,718 0 0
NEW YORK TIMES CO CL A 650111107 23,016 454,681 SH   SOLE   454,681 0 0
NOVARTIS AG SPONSORED ADR 66987V109 51 600 SH   SOLE   600 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 856 19,615 SH   SOLE   19,615 0 0
ON SEMICONDUCTOR CORP COM 682189105 980 23,563 SH   SOLE   23,563 0 0
PALO ALTO NETWORKS INC COM 697435105 767 2,381 SH   SOLE   2,381 0 0
PAYPAL HLDGS INC COM 70450Y103 322 1,325 SH   SOLE   1,325 0 0
PFIZER INC COM 717081103 54 1,500 SH   SOLE   1,500 0 0
PINDUODUO INC SPONSORED ADS 722304102 645 4,821 SH   SOLE   4,821 0 0
PROCTER AND GAMBLE CO COM 742718109 81 600 SH   SOLE   600 0 0
PROSHARES TR II ULTRASHORT YEN N 74347W569 311 4,000 SH   SOLE   4,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 14,249 184,400 SH   SOLE   184,400 0 0
RH COM 74967X103 1,162 1,947 SH   SOLE   1,947 0 0
RINGCENTRAL INC CL A 76680R206 665 2,232 SH   SOLE   2,232 0 0
SALESFORCE COM INC COM 79466L302 8,963 42,303 SH   SOLE   42,303 0 0
SEA LTD SPONSORD ADS 81141R100 23,628 105,847 SH   SOLE   105,847 0 0
SERVICENOW INC COM 81762P102 8,626 17,249 SH   SOLE   17,249 0 0
SHOPIFY INC CL A 82509L107 745 673 SH   SOLE   673 0 0
SNOWFLAKE INC CL A 833445109 725 3,163 SH   SOLE   3,163 0 0
SQUARE INC CL A 852234103 793 3,492 SH   SOLE   3,492 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 842 4,767 SH   SOLE   4,767 0 0
TESLA INC COM 88160R101 1,291 1,933 SH   SOLE   1,933 0 0
T-MOBILE US INC COM 872590104 967 7,719 SH   SOLE   7,719 0 0
TRANSDIGM GROUP INC COM 893641100 3,937 6,696 SH   SOLE   6,696 0 0
UBER TECHNOLOGIES INC COM 90353T100 867 15,904 SH   SOLE   15,904 0 0
UNILEVER PLC SPON ADR NEW 904767704 13,020 233,200 SH   SOLE   233,200 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 951 16,354 SH   SOLE   16,354 0 0
VIATRIS INC COM 92556V106 3 186 SH   SOLE   186 0 0
VISA INC COM CL A 92826C839 953 4,501 SH   SOLE   4,501 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 24 1,300 SH   SOLE   1,300 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 40,333 657,538 SH   SOLE   657,538 0 0
WORKDAY INC CL A 98138H101 10,000 40,253 SH   SOLE   40,253 0 0
WYNN RESORTS LTD COM 983134107 987 7,870 SH   SOLE   7,870 0 0
XILINX INC COM 983919101 850 6,864 SH   SOLE   6,864 0 0
YANDEX N V SHS CLASS A N97284108 6,117 95,488 SH   SOLE   95,488 0 0