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
META PLATFORMS INC-CL A COM 30303M102 11,351 51,050 SH   SOLE 0 51,050 0 0
DEERE & CO COM 244199105 8,608 20,720 SH   SOLE 0 20,720 0 0
CME GROUP INC-CL A COM 12572Q105 8,325 35,000 SH   SOLE 0 35,000 0 0
NVIDIA CORP COM 67066G104 5,776 21,170 SH   SOLE 0 21,170 0 0
QUALCOMM INC COM 747525103 4,722 30,900 SH   SOLE 0 30,900 0 0
FUTU HLDGS LTD-SPONSORED ADR SPONSORED ADR 36118L106 4,493 138,000 SH   SOLE 0 138,000 0 0
OTIS WORLDWIDE CORP COM 68902V107 3,847 50,000 SH   SOLE 0 50,000 0 0
MSCI INC COM 55354G100 3,560 7,080 SH   SOLE 0 7,080 0 0
WISDOMTREE JAPAN HEDGED EQUITY FUND ETF 97717W851 3,201 50,000 SH   SOLE 0 50,000 0 0
JB HUNT TRANSPORT SERVICES INC COM 445658107 3,011 15,000 SH   SOLE 0 15,000 0 0
COSTCO WHOLESALE CORP COM 22160K105 2,936 5,100 SH   SOLE 0 5,100 0 0
ETFMG PRIME CYBER SECURITY ETF ETF 26924G201 2,936 50,000 SH   SOLE 0 50,000 0 0
AMERICAN EXPRESS CO COM 03076C106 2,907 15,550 SH   SOLE 0 15,550 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 2,578 8,000 SH   SOLE 0 8,000 0 0
FREEPORT-MCMORAN INC COM 35671D857 2,487 50,000 SH   SOLE 0 50,000 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 2,378 18,000 SH   SOLE 0 18,000 0 0
KRANESHARES GLOBAL CARBON ETF ETF 500767678 2,370 50,800 SH   SOLE 0 50,800 0 0
MOODY'S CORP COM 615369105 2,361 7,000 SH   SOLE 0 7,000 0 0
CROWDSTRIKE HLDGS INC-CL A COM 22788C105 2,327 10,250 SH   SOLE 0 10,250 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105 2,269 40,000 SH   SOLE 0 40,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 2,256 25,000 SH   SOLE 0 25,000 0 0
TESLA INC COM 88160R101 2,230 2,070 SH   SOLE 0 2,070 0 0
POOL CORP COM 73278L105 2,114 5,000 SH   SOLE 0 5,000 0 0
AMAZON.COM INC COM 023135106 2,079 638 SH   SOLE 0 638 0 0
PALO ALTO NETWORKS INC COM 697435105 1,867 3,000 SH   SOLE 0 3,000 0 0
ILLUMINA INC COM 452327109 1,760 5,040 SH   SOLE 0 5,040 0 0
FACTSET RESEARCH SYSTEMS INC COM 303075105 1,736 4,000 SH   SOLE 0 4,000 0 0
S&P GLOBAL INC COM 78409V104 1,706 4,160 SH   SOLE 0 4,160 0 0
ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506 1,528 20,000 SH   SOLE 0 20,000 0 0
DATADOG INC-CL A COM 23804L103 1,514 10,000 SH   SOLE 0 10,000 0 0
ALPHABET INC-CL C COM 02079K107 1,443 517 SH   SOLE 0 517 0 0
WASTE CONNECTIONS INC COM 94106B101 1,397 10,000 SH   SOLE 0 10,000 0 0
SQUARE INC-A COM 852234103 1,383 10,200 SH   SOLE 0 10,200 0 0
CARRIER GLOBAL CORP COM 14448C104 1,376 30,000 SH   SOLE 0 30,000 0 0
MOSAIC CO COM 61945C103 1,336 20,100 SH   SOLE 0 20,100 0 0
ADECOAGRO SA COM L00849106 1,328 110,000 SH   SOLE 0 110,000 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO-ADR SPONSORED ADR 874039100 1,271 12,200 SH   SOLE 0 12,200 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,265 800 SH   SOLE 0 800 0 0
PAYPAL HLDGS INC COM 70450Y103 1,260 10,900 SH   SOLE 0 10,900 0 0
WEST PHARMACEUTICAL SERVICES INC COM 955306105 1,232 3,000 SH   SOLE 0 3,000 0 0
DOLBY LABORATORIES INC-CL A COM 25659T107 1,173 15,000 SH   SOLE 0 15,000 0 0
KKR & CO INC COM 48251W104 1,169 20,000 SH   SOLE 0 20,000 0 0
NETFLIX INC COM 64110L106 1,151 3,075 SH   SOLE 0 3,075 0 0
BAUSCH HEALTH COS INC COM 071734107 1,142 50,000 SH   SOLE 0 50,000 0 0
APPLE INC COM 037833100 1,134 6,500 SH   SOLE 0 6,500 0 0
ZOETIS INC-CL A COM 98978V103 1,131 6,000 SH   SOLE 0 6,000 0 0
BUNGE LTD COM G16962105 1,108 10,000 SH   SOLE 0 10,000 0 0
LOGITECH INTL SA-REG COM H50430232 1,106 15,000 SH   SOLE 0 15,000 0 0
TRIMBLE NAVIGATION LTD COM 896239100 1,082 15,000 SH   SOLE 0 15,000 0 0
BERKSHIRE HATHAWAY INC-CL B COM 084670702 1,069 3,030 SH   SOLE 0 3,030 0 0
TRANSUNION COM 89400J107 1,033 10,000 SH   SOLE 0 10,000 0 0
ICL GROUP LTD COM 000281014 965 80,000 SH   SOLE 0 80,000 0 0
FEDEX CORP COM 31428X106 960 4,150 SH   SOLE 0 4,150 0 0
SWEETGREEN INC-CL A COM 87043Q108 959 30,000 SH   SOLE 0 30,000 0 0
YETI HLDGS INC COM 98585X104 899 15,000 SH   SOLE 0 15,000 0 0
CORTEVA INC COM 22052L104 862 15,000 SH   SOLE 0 15,000 0 0
MIDDLEBY CORP COM 596278101 819 5,000 SH   SOLE 0 5,000 0 0
BROADRIDGE FINANCIAL SOLUTIONS INC COM 11133T103 778 5,000 SH   SOLE 0 5,000 0 0
TIMKENSTEEL CORP COM 887399103 689 31,500 SH   SOLE 0 31,500 0 0
MICROSOFT CORP COM 594918104 687 2,230 SH   SOLE 0 2,230 0 0
MARKETAXESS HLDGS INC COM 57060D108 680 2,000 SH   SOLE 0 2,000 0 0
RESOLUTE FOREST PRODUCTS INC COM 76117W109 664 51,500 SH   SOLE 0 51,500 0 0
INVESCO QQQ TRUST SERIES 1 ETC 46090E103 652 1,800 SH   SOLE 0 1,800 0 0
IDEXX LABORATORIES INC COM 45168D104 547 1,000 SH   SOLE 0 1,000 0 0
NUTRIEN LTD COM 67077M108 519 5,000 SH   SOLE 0 5,000 0 0
GREENBRIER COS INC COM 393657101 515 10,000 SH   SOLE 0 10,000 0 0
ROBLOX CORP-CL A COM 771049103 462 10,000 SH   SOLE 0 10,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 400 5,000 SH   SOLE 0 5,000 0 0
ALPHABET INC-CL A COM 009066101 367 132 SH   SOLE 0 132 0 0
BLACKLINE INC COM 09239B109 366 5,000 SH   SOLE 0 5,000 0 0
LINDSAY CORP COM 535555106 314 2,000 SH   SOLE 0 2,000 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103 216 480 SH   SOLE 0 480 0 0
REMITLY GLOBAL INC COM 75960P104 197 20,000 SH   SOLE 0 20,000 0 0