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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Alphabet Inc | $47.4M | 165000 | 30.84% |
| 2 | Taiwan Semiconfuctor Mfg LTD | $33.4M | 110000 | 21.73% |
| 3 | Apple Inc | $25.4M | 100000 | 16.50% |
| 4 | Berkshire Hathaway Inc Del | $21.5M | 30 | 14.00% |
| 5 | Berkley W R Corp | $7.0M | 100000 | 4.56% |
| 6 | PAYPAL HLDGS INC | $5.5M | 95000 | 3.60% |
| 7 | Applied MATLS Inc | $5.1M | 20000 | 3.34% |
| 8 | SHIFT4 PMTS INC | $4.4M | 70000 | 2.87% |
| 9 | MOLINA HEALTHCARE INC | $1.7M | 10000 | 1.13% |
| 10 | UBER TECHNOLOGIES INC | $1.1M | 13000 | 0.69% |
| 11 | MERCADOLIBRE INC | $1.0M | 500 | 0.65% |
| 12 | INVESCO QQQ TRPUT | $147K | 100 | 0.10% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.