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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   24,422,013 150,558 SH   SOLE   0 0 150,558
ADVANCED MICRO DEVICES INC COM 007903107   2,728,937 40,800 SH Call SOLE   0 0 40,800
ADVANCED MICRO DEVICES INC COM 007903107   59,822 700 SH Call SOLE   0 0 700
ADVANCED MICRO DEVICES INC COM 007903107   1,349,392 12,900 SH Call SOLE   0 0 12,900
ADVANCED MICRO DEVICES INC COM 007903107   6,376,932 63,900 SH Call SOLE   0 0 63,900
ADVANCED MICRO DEVICES INC COM 007903107   9,757,189 128,300 SH Call SOLE   0 0 128,300
ADVANCED MICRO DEVICES INC COM 007903107   1,006,970 10,600 SH Call SOLE   0 0 10,600
ADVANCED MICRO DEVICES INC COM 007903107   541,311 6,000 SH Call SOLE   0 0 6,000
ADVANCED MICRO DEVICES INC COM 007903107   209,911 2,600 SH Call SOLE   0 0 2,600
ADVANCED MICRO DEVICES INC COM 007903107   192,857 2,700 SH Call SOLE   0 0 2,700
ADVANCED MICRO DEVICES INC COM 007903107   128,041 1,800 SH Call SOLE   0 0 1,800
ADVANCED MICRO DEVICES INC COM 007903107   15,320 200 SH Call SOLE   0 0 200
ADVANCED MICRO DEVICES INC COM 007903107   403,130 4,800 SH Call SOLE   0 0 4,800
ADVANCED MICRO DEVICES INC COM 007903107   8,023 100 SH Call SOLE   0 0 100
ADVANCED MICRO DEVICES INC COM 007903107   219,645 2,500 SH Call SOLE   0 0 2,500
ADVANCED MICRO DEVICES INC COM 007903107   183,683 2,000 SH Call SOLE   0 0 2,000
ADVANCED MICRO DEVICES INC COM 007903107   37,626 500 SH Call SOLE   0 0 500
ADVANCED MICRO DEVICES INC COM 007903107   79,468 1,000 SH Call SOLE   0 0 1,000
APPLE INC COM 037833100   26,232 600 SH Call SOLE   0 0 600
APPLE INC COM 037833100   199,459 2,300 SH Call SOLE   0 0 2,300
APPLE INC COM 037833100   26,835 300 SH Call SOLE   0 0 300
APPLE INC COM 037833100   94,358 1,000 SH Call SOLE   0 0 1,000
APPLE INC COM 037833100   51,680 1,100 SH Call SOLE   0 0 1,100
APPLE INC COM 037833100   25,122 500 SH Call SOLE   0 0 500
APPLE INC COM 037833100   1,812,215 19,800 SH Call SOLE   0 0 19,800
APPLE INC COM 037833100   65,852 700 SH Call SOLE   0 0 700
APPLE INC COM 037833100   385,360 4,000 SH Call SOLE   0 0 4,000
APPLE INC COM 037833100   426,009 5,200 SH Call SOLE   0 0 5,200
APPLE INC COM 037833100   100,267 1,300 SH Call SOLE   0 0 1,300
APPLE INC COM 037833100   36,825,830 174,845 SH   SOLE   0 0 174,845
ASML HOLDING N V N Y REGISTRY SHS N07059210   204,546 200 SH   SOLE   0 0 200
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,248,298 7,985 SH   SOLE   0 0 7,985
BROADCOM INC COM 11135F101   2,071,134 1,290 SH   SOLE   0 0 1,290
BROOKFIELD CORP CL A LTD VT SH 11271J107   26,164,177 629,855 SH   SOLE   0 0 629,855
CADENCE DESIGN SYSTEM INC COM 127387108   615,500 2,000 SH   SOLE   0 0 2,000
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101   353,592 7,200 SH   SOLE   0 0 7,200
COHERENT CORP COM 19247G107   19,053,357 262,950 SH   SOLE   0 0 262,950
COHERENT CORP COM 19247G107   1,850,113 40,200 SH Call SOLE   0 0 40,200
COHERENT CORP COM 19247G107   148,820 3,000 SH Call SOLE   0 0 3,000
COHERENT CORP COM 19247G107   67,188 1,500 SH Call SOLE   0 0 1,500
COHERENT CORP COM 19247G107   199,886 5,000 SH Call SOLE   0 0 5,000
COHERENT CORP COM 19247G107   123,068 3,500 SH Call SOLE   0 0 3,500
COHERENT CORP COM 19247G107   108,456 2,600 SH Call SOLE   0 0 2,600
COSTCO WHSL CORP NEW COM 22160K105   17,644,092 20,758 SH   SOLE   0 0 20,758
CROWDSTRIKE HLDGS INC CL A 22788C105   14,610,268 38,128 SH   SOLE   0 0 38,128
CROWDSTRIKE HLDGS INC CL A 22788C105   124,406 500 SH Call SOLE   0 0 500
CROWDSTRIKE HLDGS INC CL A 22788C105   671,862 2,600 SH Call SOLE   0 0 2,600
CROWDSTRIKE HLDGS INC CL A 22788C105   380,415 1,500 SH Call SOLE   0 0 1,500
DATADOG INC CL A COM 23804L103   213,989 1,650 SH   SOLE   0 0 1,650
DUKE ENERGY CORP NEW COM NEW 26441C204   2,873,594 28,670 SH   SOLE   0 0 28,670
ELI LILLY & CO COM 532457108   73,450,763 81,127 SH   SOLE   0 0 81,127
EQT CORP COM 26884L109   2,830,449 76,540 SH   SOLE   0 0 76,540
EQUINOR ASA SPONSORED ADR 29446M102   1,444,136 50,565 SH   SOLE   0 0 50,565
GILEAD SCIENCES INC COM 375558103   727,266 10,600 SH   SOLE   0 0 10,600
HONEYWELL INTL INC COM 438516106   3,591,529 16,819 SH   SOLE   0 0 16,819
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101   7,705,701 1,248,898 SH   SOLE   0 0 1,248,898
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101   271,268 66,200 SH Call SOLE   0 0 66,200
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101   16,904 4,500 SH Call SOLE   0 0 4,500
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101   10,763 4,000 SH Call SOLE   0 0 4,000
INTERNATIONAL BUSINESS MACHS COM 459200101   14,634,164 84,615 SH   SOLE   0 0 84,615
ISHARES SILVER TR ISHARES 46428Q109   314,243 11,827 SH   SOLE   0 0 11,827
KINDER MORGAN INC DEL COM 49456B101   900,111 45,300 SH   SOLE   0 0 45,300
LAM RESEARCH CORP COM 512807108   217,229 204 SH   SOLE   0 0 204
LINDE PLC SHS G54950103   438,810 1,000 SH   SOLE   0 0 1,000
LOCKHEED MARTIN CORP COM 539830109   9,763,791 20,903 SH   SOLE   0 0 20,903
MARKEL GROUP INC COM 570535104   646,021 410 SH   SOLE   0 0 410
MARVELL TECHNOLOGY INC COM 573874104   6,779,741 96,992 SH   SOLE   0 0 96,992
MARVELL TECHNOLOGY INC COM 573874104   85,757 2,400 SH Call SOLE   0 0 2,400
MARVELL TECHNOLOGY INC COM 573874104   43,224 1,500 SH Call SOLE   0 0 1,500
MARVELL TECHNOLOGY INC COM 573874104   119,722 4,500 SH Call SOLE   0 0 4,500
MARVELL TECHNOLOGY INC COM 573874104   2,420,898 72,500 SH Call SOLE   0 0 72,500
MARVELL TECHNOLOGY INC COM 573874104   795,689 25,600 SH Call SOLE   0 0 25,600
MARVELL TECHNOLOGY INC COM 573874104   762,332 20,900 SH Call SOLE   0 0 20,900
MARVELL TECHNOLOGY INC COM 573874104   106,871 3,100 SH Call SOLE   0 0 3,100
MASTEC INC COM 576323109   213,980 2,000 SH   SOLE   0 0 2,000
MERCK & CO INC COM 58933Y105   6,222,312 50,261 SH   SOLE   0 0 50,261
MEXICO FD INC COM 592835102   169,600 10,600 SH   SOLE   0 0 10,600
MICRON TECHNOLOGY INC COM 595112103   8,560,630 65,085 SH   SOLE   0 0 65,085
MICROSOFT CORP COM 594918104   13,117,926 29,350 SH   SOLE   0 0 29,350
MICROSOFT CORP COM 594918104   105,152 500 SH Call SOLE   0 0 500
MICROSOFT CORP COM 594918104   64,997 300 SH Call SOLE   0 0 300
MICROSOFT CORP COM 594918104   17,790 100 SH Call SOLE   0 0 100
MICROSOFT CORP COM 594918104   29,012 200 SH Call SOLE   0 0 200
NEXTERA ENERGY INC COM 65339F101   410,698 5,800 SH   SOLE   0 0 5,800
NOVO-NORDISK A S ADR 670100205   2,939,017 20,590 SH   SOLE   0 0 20,590
NU HLDGS LTD ORD SHS CL A G6683N103   567,289 44,010 SH   SOLE   0 0 44,010
NVIDIA CORPORATION COM 67066G104   53,826,378 435,700 SH   SOLE   0 0 435,700
NVIDIA CORPORATION COM 67066G104   126,580 1,500 SH Call SOLE   0 0 1,500
NVIDIA CORPORATION COM 67066G104   168,221 2,000 SH Call SOLE   0 0 2,000
NVIDIA CORPORATION COM 67066G104   220,904 2,000 SH Call SOLE   0 0 2,000
NVIDIA CORPORATION COM 67066G104   26,250,121 297,500 SH Call SOLE   0 0 297,500
NVIDIA CORPORATION COM 67066G104   2,149,988 24,500 SH Call SOLE   0 0 24,500
NVIDIA CORPORATION COM 67066G104   11,040,085 126,500 SH Call SOLE   0 0 126,500
NVIDIA CORPORATION COM 67066G104   260,377 3,000 SH Call SOLE   0 0 3,000
NVIDIA CORPORATION COM 67066G104   1,985,158 23,000 SH Call SOLE   0 0 23,000
NVIDIA CORPORATION COM 67066G104   514,981 6,000 SH Call SOLE   0 0 6,000
NVIDIA CORPORATION COM 67066G104   1,280,235 15,000 SH Call SOLE   0 0 15,000
NVIDIA CORPORATION COM 67066G104   169,736 2,000 SH Call SOLE   0 0 2,000
NVIDIA CORPORATION COM 67066G104   92,914 1,000 SH Call SOLE   0 0 1,000
NVIDIA CORPORATION COM 67066G104   182,086 2,000 SH Call SOLE   0 0 2,000
NVIDIA CORPORATION COM 67066G104   901,075 10,000 SH Call SOLE   0 0 10,000
NVIDIA CORPORATION COM 67066G104   12,591,072 141,200 SH Call SOLE   0 0 141,200
NVIDIA CORPORATION COM 67066G104   7,362,855 83,000 SH Call SOLE   0 0 83,000
NVIDIA CORPORATION COM 67066G104   21,620,711 245,000 SH Call SOLE   0 0 245,000
NVIDIA CORPORATION COM 67066G104   5,179,409 59,000 SH Call SOLE   0 0 59,000
NVIDIA CORPORATION COM 67066G104   1,746,506 20,000 SH Call SOLE   0 0 20,000
NVIDIA CORPORATION COM 67066G104   9,728,779 112,000 SH Call SOLE   0 0 112,000
NVIDIA CORPORATION COM 67066G104   1,382,446 16,000 SH Call SOLE   0 0 16,000
NVIDIA CORPORATION COM 67066G104   2,308,090 27,000 SH Call SOLE   0 0 27,000
NVIDIA CORPORATION COM 67066G104   84,569 1,000 SH Call SOLE   0 0 1,000
NVIDIA CORPORATION COM 67066G104   166,389 2,000 SH Call SOLE   0 0 2,000
NVIDIA CORPORATION COM 67066G104   78,645 1,000 SH Call SOLE   0 0 1,000
NVIDIA CORPORATION COM 67066G104   3,341,400 52,000 SH Call SOLE   0 0 52,000
NVIDIA CORPORATION COM 67066G104   2,708,952 30,000 SH Call SOLE   0 0 30,000
NVIDIA CORPORATION COM 67066G104   359,430 4,000 SH Call SOLE   0 0 4,000
NVIDIA CORPORATION COM 67066G104   1,520,081 17,000 SH Call SOLE   0 0 17,000
NVIDIA CORPORATION COM 67066G104   177,951 2,000 SH Call SOLE   0 0 2,000
NVIDIA CORPORATION COM 67066G104   5,223,541 59,000 SH Call SOLE   0 0 59,000
NVIDIA CORPORATION COM 67066G104   87,653 1,000 SH Call SOLE   0 0 1,000
NVIDIA CORPORATION COM 67066G104   85,483 1,000 SH Call SOLE   0 0 1,000
NVIDIA CORPORATION COM 67066G104   85,051 1,000 SH Call SOLE   0 0 1,000
NVIDIA CORPORATION COM 67066G104   182,551 2,000 SH Call SOLE   0 0 2,000
NVIDIA CORPORATION COM 67066G104   534,597 6,000 SH Call SOLE   0 0 6,000
NVIDIA CORPORATION COM 67066G104   81,821 1,000 SH Call SOLE   0 0 1,000
NVIDIA CORPORATION COM 67066G104   293,141 6,000 SH Call SOLE   0 0 6,000
NVIDIA CORPORATION COM 67066G104   528,562 6,000 SH Call SOLE   0 0 6,000
NVIDIA CORPORATION COM 67066G104   171,831 2,000 SH Call SOLE   0 0 2,000
NVIDIA CORPORATION COM 67066G104   161,572 2,000 SH Call SOLE   0 0 2,000
NVIDIA CORPORATION COM 67066G104   1,362,536 15,000 SH Call SOLE   0 0 15,000
NVIDIA CORPORATION COM 67066G104   179,935 2,000 SH Call SOLE   0 0 2,000
NVIDIA CORPORATION COM 67066G104   1,428 40,000 SH Put SOLE   0 0 40,000
NVIDIA CORPORATION COM 67066G104   1,134 30,000 SH Put SOLE   0 0 30,000
NVIDIA CORPORATION COM 67066G104   1,945 50,000 SH Put SOLE   0 0 50,000
NVIDIA CORPORATION COM 67066G104   2,050 50,000 SH Put SOLE   0 0 50,000
NVIDIA CORPORATION COM 67066G104   1,684 40,000 SH Put SOLE   0 0 40,000
OCCIDENTAL PETE CORP COM 674599105   390,786 6,200 SH   SOLE   0 0 6,200
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   2,536,380 25,200 SH   SOLE   0 0 25,200
REGENERON PHARMACEUTICALS COM 75886F107   1,996,957 1,900 SH   SOLE   0 0 1,900
RH COM 74967X103   618,678 2,531 SH   SOLE   0 0 2,531
RTX CORPORATION COM 75513E101   6,125,497 61,017 SH   SOLE   0 0 61,017
SEMPRA COM 816851109   1,110,476 14,600 SH   SOLE   0 0 14,600
SERVICENOW INC COM 81762P102   1,652,007 2,100 SH   SOLE   0 0 2,100
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   43,500 10,000 SH   SOLE   0 0 10,000
SIMON PPTY GROUP INC NEW COM 828806109   622,380 4,100 SH   SOLE   0 0 4,100
SNOWFLAKE INC CL A 833445109   1,006,421 7,450 SH   SOLE   0 0 7,450
SOUTHWESTERN ENERGY CO COM 845467109   454,275 67,500 SH   SOLE   0 0 67,500
SYNOPSYS INC COM 871607107   3,011,004 5,060 SH   SOLE   0 0 5,060
TESLA INC COM 88160R101   999,294 5,050 SH   SOLE   0 0 5,050
THERMO FISHER SCIENTIFIC INC COM 883556102   6,820,149 12,333 SH   SOLE   0 0 12,333
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   1,609,223 27,750 SH   SOLE   0 0 27,750
VERTIV HOLDINGS CO COM CL A 92537N108   3,329,049 38,455 SH   SOLE   0 0 38,455