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 37 329 SH   SOLE   329 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 11,958 20,418 SH   SOLE   20,418 0 0
AES CORP COM 00130H105 841 32,278 SH   SOLE   32,278 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 47,894 211,191 SH   SOLE   211,191 0 0
ALPHABET INC CAP STK CL A 02079K305 5,362 2,196 SH   SOLE   2,196 0 0
ALPHABET INC CAP STK CL C 02079K107 25,955 10,356 SH   SOLE   10,356 0 0
AMAZON COM INC COM 023135106 53,673 15,602 SH   SOLE   15,602 0 0
AMERICAN EXPRESS CO COM 025816109 20,720 125,400 SH   SOLE   125,400 0 0
ANTHEM INC COM 036752103 779 2,041 SH   SOLE   2,041 0 0
AON PLC SHS CL A G0403H108 755 3,161 SH   SOLE   3,161 0 0
APA CORPORATION COM 03743Q108 802 37,091 SH   SOLE   37,091 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 877 14,097 SH   SOLE   14,097 0 0
APPLE INC COM 037833100 26,480 193,342 SH   SOLE   193,342 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103 3,382 90,854 SH   SOLE   90,854 0 0
BAIDU INC SPON ADR REP A 056752108 4,824 23,657 SH   SOLE   23,657 0 0
BARRICK GOLD CORP COM 067901108 4,115 198,995 SH   SOLE   198,995 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 27,719 99,738 SH   SOLE   99,738 0 0
BILL COM HLDGS INC COM 090043100 1,034 5,642 SH   SOLE   5,642 0 0
BK OF AMERICA CORP COM 060505104 20,318 492,800 SH   SOLE   492,800 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 2,447 58,356 SH   SOLE   58,356 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 747 17,522 SH   SOLE   17,522 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 30,312 42,015 SH   SOLE   42,015 0 0
CIGNA CORP NEW COM 125523100 724 3,053 SH   SOLE   3,053 0 0
CLOUDFLARE INC CL A COM 18915M107 1,174 11,095 SH   SOLE   11,095 0 0
COCA COLA CO COM 191216100 68 1,250 SH   SOLE   1,250 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 77,088 304,335 SH   SOLE   304,335 0 0
COLGATE PALMOLIVE CO COM 194162103 61 750 SH   SOLE   750 0 0
EBAY INC. COM 278642103 1,013 14,433 SH   SOLE   14,433 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 789 22,757 SH   SOLE   22,757 0 0
ELASTIC N V ORD SHS N14506104 1,075 7,373 SH   SOLE   7,373 0 0
EQUITABLE HLDGS INC COM 29452E101 727 23,882 SH   SOLE   23,882 0 0
EXELON CORP COM 30161N101 780 17,599 SH   SOLE   17,599 0 0
FACEBOOK INC CL A 30303M102 31,923 91,810 SH   SOLE   91,810 0 0
FARFETCH LTD ORD SH CL A 30744W107 2,787 55,339 SH   SOLE   55,339 0 0
FORTIVE CORP COM 34959J108 809 11,601 SH   SOLE   11,601 0 0
GENERAL DYNAMICS CORP COM 369550108 799 4,243 SH   SOLE   4,243 0 0
GENERAL ELECTRIC CO COM 369604103 5,208 386,900 SH   SOLE   386,900 0 0
GILEAD SCIENCES INC COM 375558103 804 11,669 SH   SOLE   11,669 0 0
GODADDY INC CL A 380237107 861 9,897 SH   SOLE   9,897 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 20,141 178,678 SH   SOLE   178,678 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 530 3,441 SH   SOLE   3,441 0 0
INTEL CORP COM 458140100 10,624 189,250 SH   SOLE   189,250 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 845 5,658 SH   SOLE   5,658 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 51,805 767,030 SH   SOLE   767,030 0 0
JEFFERIES FINL GROUP INC COM 47233W109 866 25,312 SH   SOLE   25,312 0 0
JOHNSON & JOHNSON COM 478160104 82 500 SH   SOLE   500 0 0
JPMORGAN CHASE & CO COM 46625H100 19,054 122,500 SH   SOLE   122,500 0 0
KIMBERLY-CLARK CORP COM 494368103 60 450 SH   SOLE   450 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 5,187 29,866 SH   SOLE   29,866 0 0
LITHIA MTRS INC COM 536797103 775 2,255 SH   SOLE   2,255 0 0
LPL FINL HLDGS INC COM 50212V100 741 5,486 SH   SOLE   5,486 0 0
LYFT INC CL A COM 55087P104 943 15,596 SH   SOLE   15,596 0 0
MATCH GROUP INC NEW COM 57667L107 947 5,870 SH   SOLE   5,870 0 0
MCDONALDS CORP COM 580135101 800 3,463 SH   SOLE   3,463 0 0
MERCADOLIBRE INC COM 58733R102 38,110 24,464 SH   SOLE   24,464 0 0
MICRON TECHNOLOGY INC COM 595112103 11,239 132,260 SH   SOLE   132,260 0 0
MICROSOFT CORP COM 594918104 56,017 206,780 SH   SOLE   206,780 0 0
NEWS CORP NEW CL A 65249B109 782 30,328 SH   SOLE   30,328 0 0
NEW YORK TIMES CO CL A 650111107 18,976 435,739 SH   SOLE   435,739 0 0
NOVARTIS AG SPONSORED ADR 66987V109 55 600 SH   SOLE   600 0 0
PAYPAL HLDGS INC COM 70450Y103 386 1,325 SH   SOLE   1,325 0 0
PFIZER INC COM 717081103 59 1,500 SH   SOLE   1,500 0 0
PG&E CORP COM 69331C108 757 74,413 SH   SOLE   74,413 0 0
PROCTER AND GAMBLE CO COM 742718109 81 600 SH   SOLE   600 0 0
PROGRESSIVE CORP COM 743315103 745 7,581 SH   SOLE   7,581 0 0
PROSHARES TR II ULTRASHORT YEN N 74347W569 312 4,000 SH   SOLE   4,000 0 0
QORVO INC COM 74736K101 7,040 35,981 SH   SOLE   35,981 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 15,731 184,400 SH   SOLE   184,400 0 0
SALESFORCE COM INC COM 79466L302 10,333 42,303 SH   SOLE   42,303 0 0
SEA LTD SPONSORD ADS 81141R100 34,125 124,270 SH   SOLE   124,270 0 0
SERVICENOW INC COM 81762P102 9,479 17,249 SH   SOLE   17,249 0 0
SHOPIFY INC CL A 82509L107 1,036 709 SH   SOLE   709 0 0
TESLA INC COM 88160R101 510 750 SH   SOLE   750 0 0
T-MOBILE US INC COM 872590104 862 5,951 SH   SOLE   5,951 0 0
TRANSDIGM GROUP INC COM 893641100 4,404 6,803 SH   SOLE   6,803 0 0
TRIPADVISOR INC COM 896945201 785 19,467 SH   SOLE   19,467 0 0
TWILIO INC CL A 90138F102 1,056 2,680 SH   SOLE   2,680 0 0
TWITTER INC COM 90184L102 1,039 15,099 SH   SOLE   15,099 0 0
UBER TECHNOLOGIES INC COM 90353T100 819 16,339 SH   SOLE   16,339 0 0
UNILEVER PLC SPON ADR NEW 904767704 13,642 233,200 SH   SOLE   233,200 0 0
VIATRIS INC COM 92556V106 3 186 SH   SOLE   186 0 0
VISA INC COM CL A 92826C839 25,347 108,403 SH   SOLE   108,403 0 0
VISTRA CORP COM 92840M102 922 49,715 SH   SOLE   49,715 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 22 1,300 SH   SOLE   1,300 0 0
VONTIER CORPORATION COM 928881101 771 23,657 SH   SOLE   23,657 0 0
WAYFAIR INC CL A 94419L101 833 2,638 SH   SOLE   2,638 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 700 3,045 SH   SOLE   3,045 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 40,123 657,538 SH   SOLE   657,538 0 0
WORKDAY INC CL A 98138H101 8,549 35,808 SH   SOLE   35,808 0 0
YANDEX N V SHS CLASS A N97284108 6,756 95,488 SH   SOLE   95,488 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 890 1,680 SH   SOLE   1,680 0 0