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
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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
ABBVIE COM 00287Y109   3,943,522 25,447 SH   SOLE NONE 25,447 0 0
AeroVironment COM 008073108   1,003,152 7,959 SH   SOLE NONE 7,959 0 0
Alphabet Inc - Class A CAP STK CL A 02079K305   2,706,633 19,376 SH   SOLE NONE 19,376 0 0
Alphabet Inc - Class C CAP STK CL C 02079K107   3,836,819 27,225 SH   SOLE NONE 27,225 0 0
Amazon.com COM 023135106   4,849,013 31,914 SH   SOLE NONE 31,914 0 0
American Tower Corp COM 03027X100   3,251,585 15,062 SH   SOLE NONE 15,062 0 0
ARDMORE SHIPPING Corp COM Y0207T100   422,700 30,000 SH   SOLE NONE 30,000 0 0
Bank of America Corp COM 060505104   4,720,298 140,193 SH   SOLE NONE 140,193 0 0
Berkshire Hathaway CL A 084670108   2,713,125 5 SH   SOLE NONE 5 0 0
Berkshire Hathaway CL B NEW 084670702   6,603,560 18,515 SH   SOLE NONE 18,515 0 0
Broadcom COM 11135F101   6,251,000 5,600 SH   SOLE NONE 5,600 0 0
Canadian National Railway COM 136375102   598,250 4,762 SH   SOLE NONE 4,762 0 0
Canadian Pacific Railway COM 13646K108   597,852 7,562 SH   SOLE NONE 7,562 0 0
Chevron Corp COM 166764100   3,459,319 23,192 SH   SOLE NONE 23,192 0 0
Chewy CL A 16679L109   3,989,618 168,837 SH   SOLE NONE 168,837 0 0
CNH Industrial NV SHS N20944109   3,431,082 281,698 SH   SOLE NONE 281,698 0 0
Corteva COM 22052L104   1,428,016 29,800 SH   SOLE NONE 29,800 0 0
CVS HEALTH Corp COM 126650100   1,708,694 21,640 SH   SOLE NONE 21,640 0 0
East West Bancorp COM 27579R104   4,108,057 57,096 SH   SOLE NONE 57,096 0 0
Enterprise Products Partners LP COM 293792107   5,172,900 196,315 SH   SOLE NONE 196,315 0 0
Estee Lauder Companies (The) CL A 518439104   2,673,743 18,282 SH   SOLE NONE 18,282 0 0
EXPRO GROUP HOLDINGS ORD COM N3144W105   159,200 10,000 SH   SOLE NONE 10,000 0 0
Gold Fields Ltd SPONSORED ADR 38059T106   3,896,970 269,500 SH   SOLE NONE 269,500 0 0
ICL Group Ltd SHS M53213100   67,760 13,525 SH   SOLE NONE 13,525 0 0
International Seaways COM Y41053102   227,400 5,000 SH   SOLE NONE 5,000 0 0
IRSA Inversiones y Representaciones SA GLOBL DEP RCPT 450047303   1,627,481 189,242 SH   SOLE NONE 189,242 0 0
iShares 0-3 Month Treasury 0-3 MNTH TREASRY 46436E718   28,986,920 289,089 SH   SOLE NONE 289,089 0 0
Johnson & Johnson COM 478160104   5,409,254 34,511 SH   SOLE NONE 34,511 0 0
Kosmos Energy Ltd COM 500688106   1,053,470 157,000 SH   SOLE NONE 157,000 0 0
Linde plc SHS G54950103   4,146,472 10,121 SH   SOLE NONE 10,121 0 0
Meta Platforms CL A 30303M102   4,907,655 13,865 SH   SOLE NONE 13,865 0 0
Microsoft Corp COM 594918104   1,201,824 3,196 SH   SOLE NONE 3,196 0 0
Nabors Industries Ltd CL A COM 629567108   653,040 8,000 SH   SOLE NONE 8,000 0 0
Newmont Corp COM 651639106   1,502,043 36,290 SH   SOLE NONE 36,290 0 0
Nextera Energy Inc COM 65339F101   6,392,399 105,242 SH   SOLE NONE 105,242 0 0
Noble Corp ORD SHS A G65431127   770,560 16,000 SH   SOLE NONE 16,000 0 0
Nu Holdings Ltd ORD SHS CL A G6683N103   8,209,215 985,500 SH   SOLE NONE 985,500 0 0
NVIDIA Corp COM 67066G104   10,300,576 20,800 SH   SOLE NONE 20,800 0 0
PAGAYA TECH CL A ORD CL A SHS M7S64L115   2,395,781 1,736,073 SH   SOLE NONE 1,736,073 0 0
Palantir Technologies CL A 69608A108   392,163 22,840 SH   SOLE NONE 22,840 0 0
PayPal Holdings COM 70450Y103   6,659,055 108,436 SH   SOLE NONE 108,436 0 0
Peabody Energy Corp COM 704551100   1,483,520 61,000 SH   SOLE NONE 61,000 0 0
Pfizer COM 717081103   4,040,619 140,348 SH   SOLE NONE 140,348 0 0
Ramaco Resources COM CL A 75134P600   345,232 20,095 SH   SOLE NONE 20,095 0 0
RAMACO RESOURCES CL B ORD COM CL B 75134P501   413,661 31,079 SH   SOLE NONE 31,079 0 0
RealReal (The) COM 88339P101   2,311,500 1,150,000 SH   SOLE NONE 1,150,000 0 0
Scorpio Tankers SHS Y7542C130   304,000 5,000 SH   SOLE NONE 5,000 0 0
Sea Limited SPONSORD ADS 81141R100   3,896,100 96,200 SH   SOLE NONE 96,200 0 0
SIGMA LITHIUM ORD COM 826599102   2,642,214 83,800 SH   SOLE NONE 83,800 0 0
Talos Energy COM 87484T108   284,600 20,000 SH   SOLE NONE 20,000 0 0
Teck Resources Limited CL B 878742204   634,050 15,000 SH   SOLE NONE 15,000 0 0
Tidewater COM 88642R109   1,225,870 17,000 SH   SOLE NONE 17,000 0 0
Union Pacific Corp COM 907818108   1,946,047 7,923 SH   SOLE NONE 7,923 0 0
Unitedhealth Group COM 91324P102   3,413,631 6,484 SH   SOLE NONE 6,484 0 0
VISA COM CL A 92826C839   2,435,314 9,354 SH   SOLE NONE 9,354 0 0