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
AES CORP COM 00130H105   2,375,364 184,566 SH   SOLE   0 0 184,566
ALBEMARLE CORP COM 012653101   3,353,982 38,964 SH   SOLE   0 0 38,964
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   4,056,170 41,580 SH   SOLE   0 0 41,580
ALPHABET INC CAP STK CL C 02079K107   4,845,092 25,442 SH   SOLE   0 0 25,442
AMAZON COM INC COM 023135106   2,555,674 11,649 SH   SOLE   0 0 11,649
AMGEN INC COM 031162100   3,336,102 12,800 SH   SOLE   0 0 12,800
APPLE INC COM 037833100   3,609,628 14,414 SH   SOLE   0 0 14,414
APPLIED MATERIALS INC COM 038222105   2,485,800 15,285 SH   SOLE   0 0 15,285
ARCADIUM LITHIUM PLC COM G0508H110   208,268 40,598 SH   SOLE   0 0 40,598
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,004,157 11,040 SH   SOLE   0 0 11,040
CARRIER GLOBAL CORPORATION COM 14448C104   256,112 3,752 SH   SOLE   0 0 3,752
CATERPILLAR INC COM 149123101   279,325 770 SH   SOLE   0 0 770
CHEVRON CORP NEW COM 166764100   2,674,671 18,466 SH   SOLE   0 0 18,466
CROWDSTRIKE HLDGS INC CL A 22788C105   1,094,912 3,200 SH   SOLE   0 0 3,200
DATADOG INC CL A COM 23804L103   2,355,970 16,488 SH   SOLE   0 0 16,488
DEERE & CO COM 244199105   3,003,214 7,088 SH   SOLE   0 0 7,088
DISNEY WALT CO COM 254687106   3,511,966 31,540 SH   SOLE   0 0 31,540
DOLLAR GEN CORP NEW COM 256677105   2,018,101 26,617 SH   SOLE   0 0 26,617
ENPHASE ENERGY INC COM 29355A107   2,003,327 29,169 SH   SOLE   0 0 29,169
FIRST SOLAR INC COM 336433107   3,035,910 17,226 SH   SOLE   0 0 17,226
FREEPORT-MCMORAN INC CL B 35671D907   3,837,928 100,786 SH   SOLE   0 0 100,786
GENUINE PARTS CO COM 372460105   2,972,758 25,460 SH   SOLE   0 0 25,460
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   937,047 198,527 SH   SOLE   0 0 198,527
HONEYWELL INTL INC COM 438516106   212,111 939 SH   SOLE   0 0 939
ISHARES TR MSCI INDIA ETF 46429B598   277,444 5,271 SH   SOLE   0 0 5,271
ISHARES TR SHORT TREAS BD 464288679   1,063,122 9,655 SH   SOLE   0 0 9,655
ISHARES TR MSCI INDIA SM CP 46429B614   2,890,560 37,810 SH   SOLE   0 0 37,810
KINSALE CAP GROUP INC COM 49714P108   2,119,625 4,557 SH   SOLE   0 0 4,557
LOWES COS INC COM 548661107   2,951,227 11,958 SH   SOLE   0 0 11,958
LULULEMON ATHLETICA INC COM 550021109   4,338,824 11,346 SH   SOLE   0 0 11,346
MAGNA INTL INC COM 559222401   322,284 7,712 SH   SOLE   0 0 7,712
MERITAGE HOMES CORP COM 59001A102   1,826,490 11,874 SH   SOLE   0 0 11,874
MICROSOFT COM 594918104   3,095,397 7,344 SH   SOLE   0 0 7,344
NUCOR CORP COM 670346105   230,386 1,974 SH   SOLE   0 0 1,974
PINTEREST INC CL A 72352L106   1,862,437 64,222 SH   SOLE   0 0 64,222
PROGYNY INC COM 74340E103   1,095,530 63,509 SH   SOLE   0 0 63,509
PROLOGIS INC. COM 74340W103   1,986,523 18,794 SH   SOLE   0 0 18,794
PUBMATIC INC COM CL A 74467Q103   832,776 56,690 SH   SOLE   0 0 56,690
PURE STORAGE INC CL A 74624M102   2,482,480 40,412 SH   SOLE   0 0 40,412
ROCKWELL AUTOMATION INC COM 773903109   1,331,781 4,660 SH   SOLE   0 0 4,660
RTX CORPORATION COM 750102105   442,282 3,822 SH   SOLE   0 0 3,822
SHELL PTC SPON ADS 780259305   495,020 7,901 SH   SOLE   0 0 7,901
SKYWORKS SOLUTIONS INC COM 83088M102   200,772 2,264 SH   SOLE   0 0 2,264
SOUTHWEST AIRLS CO COM 844741108   3,694,413 109,887 SH   SOLE   0 0 109,887
TAIWAN SEMICONDUCTOR MFG LTD SPON ADS 874039100   5,007,393 25,355 SH   SOLE   0 0 25,355
TARGET CORP COM 87612E106   2,271,565 16,804 SH   SOLE   0 0 16,804
TECK RESOURCES LTD CL B 878742204   3,972,947 98,025 SH   SOLE   0 0 98,025
TESLA INC COM 881604101   1,696,887 4,202 SH   SOLE   0 0 4,202
THE TRADE DESK INC COM CL A 88339J105   3,101,969 26,393 SH   SOLE   0 0 26,393
T-MOBILE US INC COM 872590104   3,192,971 14,466 SH   SOLE   0 0 14,466
UNION PAC CORP COM 907818108   618,444 2,712 SH   SOLE   0 0 2,712
UNITED RENTALS INC COM 911363109   4,580,959 6,503 SH   SOLE   0 0 6,503
WALMART INC COM 931142103   900,312 9,965 SH   SOLE   0 0 9,965
WISDOMTREE TR INDIA ERNGS FD 97717W422   5,514,031 121,803 SH   SOLE   0 0 121,803
WISDOMTREE TR FLOATING RAT TREA 97717Y527   12,636,098 251,115 SH   SOLE   0 0 251,115