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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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
A M N Healthcare Svcs COM 001744101 1,982 19,000 SH   SOLE   19,000 0 0
Advanced Micro Devices COM 007903107 13,324 121,862 SH   SOLE   121,862 0 0
Agnico Eagle Mines Ltd COM 008474108 857 14,000 SH   SOLE   14,000 0 0
Airbnb Inc Cl A COM 009066101 1,490 8,675 SH   SOLE   8,675 0 0
Alphabet Inc Cl A COM 02079K305 11,988 4,310 SH   SOLE   4,310 0 0
American Express Co COM 025816109 411 2,200 SH   SOLE   2,200 0 0
Apple Inc COM 037833100 3,739 21,415 SH   SOLE   21,415 0 0
Ares Management Crp Cl A COM 03990B101 2,113 26,009 SH   SOLE   26,009 0 0
Arista Networks Inc COM 040413106 7,481 53,830 SH   SOLE   53,830 0 0
Atlassian Corp Plc Cl A COM G06242104 793 2,700 SH   SOLE   2,700 0 0
Berkshire Hathaway Cl B COM 084670702 806 2,285 SH   SOLE   2,285 0 0
Callon Petroleum Co COM 13123X508 2,440 41,300 SH   SOLE   41,300 0 0
Cargurus Inc Cl A COM 141788109 289 6,803 SH   SOLE   6,803 0 0
Cheniere Energy Inc COM 16411R208 211 1,524 SH   SOLE   1,524 0 0
Chubb Limited COM H1467J104 1,390 6,500 SH   SOLE   6,500 0 0
Clearway Energy Inc Cl C COM 18539C204 215 5,885 SH   SOLE   5,885 0 0
Costco Wholesale Corp COM 22160K105 921 1,600 SH   SOLE   1,600 0 0
Crowdstrike Holdings A COM 22788C105 10,082 44,400 SH   SOLE   44,400 0 0
Datadog Inc Cl A COM 23804L103 1,168 7,710 SH   SOLE   7,710 0 0
Deere & Co COM 244199105 1,799 4,330 SH   SOLE   4,330 0 0
Diamondback Energy Inc COM 25278X109 496 3,619 SH   SOLE   3,619 0 0
Dutch Bros Inc Cl A COM 26701L100 2,458 44,480 SH   SOLE   44,480 0 0
Enphase Energy Inc COM 29355A107 2,341 11,600 SH   SOLE   11,600 0 0
Equinor ASA Adr COM 29446M102 264 7,025 SH   SOLE   7,025 0 0
Expedia Group Inc COM 30212P303 2,085 10,656 SH   SOLE   10,656 0 0
Globalfoundries Inc COM G39387108 2,684 43,000 SH   SOLE   43,000 0 0
Horizon Therap Public COM G46188101 684 6,500 SH   SOLE   6,500 0 0
Invesco Qqq Trust Sr 1 COM 46090E103 27,899 76,954 SH   SOLE   76,954 0 0
Lantheus Holdings Inc COM 516544103 310 5,609 SH   SOLE   5,609 0 0
Live Nation Entertmnt COM 538034109 6,114 51,975 SH   SOLE   51,975 0 0
Livent Corporation COM 53814L108 518 19,880 SH   SOLE   19,880 0 0
Lyondellbasell Ind Nv COM N53745100 303 2,946 SH   SOLE   2,946 0 0
M P Materials Corp COM 553368101 334 5,819 SH   SOLE   5,819 0 0
Marathon Oil Corporation COM 565849106 265 10,557 SH   SOLE   10,557 0 0
Marriott International COM 571903202 356 2,027 SH   SOLE   2,027 0 0
Microsoft Corp COM 594918104 925 3,000 SH   SOLE   3,000 0 0
Molina Healthcare Inc COM 60855R100 269 807 SH   SOLE   807 0 0
Mongodb Inc Cl A COM 60937P106 281 633 SH   SOLE   633 0 0
Monolithic Power Systems COM 609839105 2,740 5,642 SH   SOLE   5,642 0 0
Nvidia Corp COM 67066G104 16,823 61,655 SH   SOLE   61,655 0 0
Nxp Semiconductors N V COM N6596X109 3,098 16,740 SH   SOLE   16,740 0 0
O N Semiconductor Corp COM 682189105 7,025 112,209 SH   SOLE   112,209 0 0
O Reilly Automotive Inc COM 67103H107 1,815 2,650 SH   SOLE   2,650 0 0
Palo Alto Networks COM 697435105 9,521 15,295 SH   SOLE   15,295 0 0
Peabody Energy Corp COM 704551100 235 9,593 SH   SOLE   9,593 0 0
Plains GP Hldgs LP Cl A COM 72651A207 176 15,261 SH   SOLE   15,261 0 0
Pure Storage Inc Cl A COM 74624M102 358 10,139 SH   SOLE   10,139 0 0
Qualcomm Inc COM 747525103 2,346 15,352 SH   SOLE   15,352 0 0
Servicenow Inc COM 81762P102 975 1,750 SH   SOLE   1,750 0 0
Shockwave Medical Inc COM 82489T104 809 3,900 SH   SOLE   3,900 0 0
Sociedad Quimica Y Minra COM 833635105 285 3,333 SH   SOLE   3,333 0 0
Solaredge Technologies COM 83417M104 487 1,512 SH   SOLE   1,512 0 0
Tesla Inc COM 88160R101 26,671 24,750 SH   SOLE   24,750 0 0
Tractor Supply Co COM 892356106 1,167 5,000 SH   SOLE   5,000 0 0
Union Pacific Corp COM 907818108 902 3,300 SH   SOLE   3,300 0 0
Unitedhealth Group Inc COM 91324P102 1,632 3,200 SH   SOLE   3,200 0 0
Valero Energy Corp COM 91913Y100 255 2,513 SH   SOLE   2,513 0 0
Vertex Pharmaceuticals COM 92532F100 3,106 11,900 SH   SOLE   11,900 0 0
Wells Fargo & Company COM 949746101 1,019 21,029 SH   SOLE   21,029 0 0
GUANGHUI ENERGY CO LTD-A COM CNE000001 17 13,200 SH   SOLE   13,200 0 0
SHENZHEN ZHONGJIN LINGNAN-A COM CNE000000 7 10,300 SH   SOLE   10,300 0 0
PACIFIC BASIN SHIPPING LTD COM BMG684371 5 10,000 SH   SOLE   10,000 0 0