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 35 329 SH   SOLE   329 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 11,755 20,418 SH   SOLE   20,418 0 0
AES CORP COM 00130H105 855 37,469 SH   SOLE   37,469 0 0
ALCOA CORP COM 013872106 1,122 22,918 SH   SOLE   22,918 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 34,359 232,080 SH   SOLE   232,080 0 0
ALPHABET INC CAP STK CL A 02079K305 5,171 1,934 SH   SOLE   1,934 0 0
ALPHABET INC CAP STK CL C 02079K107 25,843 9,696 SH   SOLE   9,696 0 0
AMAZON COM INC COM 023135106 54,946 16,726 SH   SOLE   16,726 0 0
AMERICAN EXPRESS CO COM 025816109 21,008 125,400 SH   SOLE   125,400 0 0
APPLE INC COM 037833100 31,035 219,331 SH   SOLE   219,331 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103 3,135 90,854 SH   SOLE   90,854 0 0
BAIDU INC SPON ADR REP A 056752108 3,637 23,657 SH   SOLE   23,657 0 0
BARRICK GOLD CORP COM 067901108 3,014 167,000 SH   SOLE   167,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,546 111,915 SH   SOLE   111,915 0 0
BK OF AMERICA CORP COM 060505104 20,919 492,800 SH   SOLE   492,800 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 2,265 58,356 SH   SOLE   58,356 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 628 12,134 SH   SOLE   12,134 0 0
CARVANA CO CL A 146869102 469 1,557 SH   SOLE   1,557 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 29,309 40,284 SH   SOLE   40,284 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 643 354 SH   SOLE   354 0 0
COCA COLA CO COM 191216100 66 1,250 SH   SOLE   1,250 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 69,230 304,335 SH   SOLE   304,335 0 0
COLGATE PALMOLIVE CO COM 194162103 57 750 SH   SOLE   750 0 0
COUPA SOFTWARE INC COM 22266L106 640 2,919 SH   SOLE   2,919 0 0
CROWN HLDGS INC COM 228368106 789 7,830 SH   SOLE   7,830 0 0
DECKERS OUTDOOR CORP COM 243537107 577 1,602 SH   SOLE   1,602 0 0
DICKS SPORTING GOODS INC COM 253393102 880 7,351 SH   SOLE   7,351 0 0
DOCUSIGN INC COM 256163106 539 2,095 SH   SOLE   2,095 0 0
DOLLAR TREE INC COM 256746108 792 8,269 SH   SOLE   8,269 0 0
EBAY INC. COM 278642103 92 1,325 SH   SOLE   1,325 0 0
ELASTIC N V ORD SHS N14506104 651 4,372 SH   SOLE   4,372 0 0
EXPEDIA GROUP INC COM NEW 30212P303 836 5,098 SH   SOLE   5,098 0 0
FACEBOOK INC CL A 30303M102 30,602 90,168 SH   SOLE   90,168 0 0
FARFETCH LTD ORD SH CL A 30744W107 661 17,624 SH   SOLE   17,624 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 726 16,013 SH   SOLE   16,013 0 0
FIVE9 INC COM 338307101 569 3,561 SH   SOLE   3,561 0 0
GENERAL ELECTRIC CO COM NEW 369604301 4,983 48,362 SH   SOLE   48,362 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 21,239 178,678 SH   SOLE   178,678 0 0
HUBSPOT INC COM 443573100 694 1,026 SH   SOLE   1,026 0 0
INTEL CORP COM 458140100 10,083 189,250 SH   SOLE   189,250 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 877 14,064 SH   SOLE   14,064 0 0
JOHNSON & JOHNSON COM 478160104 81 500 SH   SOLE   500 0 0
JPMORGAN CHASE & CO COM 46625H100 20,052 122,500 SH   SOLE   122,500 0 0
KIMBERLY-CLARK CORP COM 494368103 60 450 SH   SOLE   450 0 0
LATCH INC COM 51818V106 2,057 182,504 SH   SOLE   182,504 0 0
LITHIA MTRS INC COM 536797103 517 1,632 SH   SOLE   1,632 0 0
MARKEL CORP COM 570535104 783 655 SH   SOLE   655 0 0
MARVELL TECHNOLOGY INC COM 573874104 759 12,582 SH   SOLE   12,582 0 0
MATCH GROUP INC NEW COM 57667L107 761 4,846 SH   SOLE   4,846 0 0
MERCADOLIBRE INC COM 58733R102 41,085 24,464 SH   SOLE   24,464 0 0
MICRON TECHNOLOGY INC COM 595112103 9,388 132,260 SH   SOLE   132,260 0 0
MICROSOFT CORP COM 594918104 56,275 199,613 SH   SOLE   199,613 0 0
MODERNA INC COM 60770K107 414 1,077 SH   SOLE   1,077 0 0
MONOLITHIC PWR SYS INC COM 609839105 707 1,459 SH   SOLE   1,459 0 0
NCR CORP NEW COM 62886E108 776 20,021 SH   SOLE   20,021 0 0
NEW YORK TIMES CO CL A 650111107 22,334 453,291 SH   SOLE   453,291 0 0
NOVARTIS AG SPONSORED ADR 66987V109 49 600 SH   SOLE   600 0 0
PAYPAL HLDGS INC COM 70450Y103 5,957 22,892 SH   SOLE   22,892 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 329 3,785 SH   SOLE   3,785 0 0
PFIZER INC COM 717081103 65 1,500 SH   SOLE   1,500 0 0
PROCTER AND GAMBLE CO COM 742718109 84 600 SH   SOLE   600 0 0
PROSHARES TR II ULTRASHORT YEN N 74347W569 312 4,000 SH   SOLE   4,000 0 0
QORVO INC COM 74736K101 6,016 35,981 SH   SOLE   35,981 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 15,851 184,400 SH   SOLE   184,400 0 0
REPLIGEN CORP COM 759916109 773 2,676 SH   SOLE   2,676 0 0
RH COM 74967X103 722 1,083 SH   SOLE   1,083 0 0
RINGCENTRAL INC CL A 76680R206 573 2,635 SH   SOLE   2,635 0 0
ROKU INC COM CL A 77543R102 374 1,192 SH   SOLE   1,192 0 0
SALESFORCE COM INC COM 79466L302 12,215 45,037 SH   SOLE   45,037 0 0
SEA LTD SPONSORD ADS 81141R100 32,524 102,044 SH   SOLE   102,044 0 0
SERVICENOW INC COM 81762P102 11,381 18,290 SH   SOLE   18,290 0 0
SHOPIFY INC CL A 82509L107 392 289 SH   SOLE   289 0 0
SQUARE INC CL A 852234103 453 1,887 SH   SOLE   1,887 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 667 4,332 SH   SOLE   4,332 0 0
TESLA INC COM 88160R101 1,249 1,611 SH   SOLE   1,611 0 0
TRANSDIGM GROUP INC COM 893641100 33,727 54,001 SH   SOLE   54,001 0 0
TWILIO INC CL A 90138F102 597 1,872 SH   SOLE   1,872 0 0
TWITTER INC COM 90184L102 727 12,032 SH   SOLE   12,032 0 0
UBER TECHNOLOGIES INC COM 90353T100 854 19,054 SH   SOLE   19,054 0 0
UNILEVER PLC SPON ADR NEW 904767704 12,644 233,200 SH   SOLE   233,200 0 0
VIATRIS INC COM 92556V106 3 186 SH   SOLE   186 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 20 1,300 SH   SOLE   1,300 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 23,260 368,268 SH   SOLE   368,268 0 0
WORKDAY INC CL A 98138H101 8,948 35,808 SH   SOLE   35,808 0 0
YANDEX N V SHS CLASS A N97284108 7,609 95,488 SH   SOLE   95,488 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 715 1,387 SH   SOLE   1,387 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 320 1,225 SH   SOLE   1,225 0 0