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
ABBOTT LABS COM 002824100   2,607,599 24,000 SH   SOLE   24,000 0 0
ABBVIE INC COM 00287Y109   5,204,529 33,981 SH   SOLE   33,981 0 0
ADOBE INC COM 00724F101   6,589,080 18,000 SH   SOLE   18,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   9,941,100 130,000 SH   SOLE   130,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   498,834 4,200 SH   SOLE   4,200 0 0
AGNICO EAGLE MINES LTD COM 008474108   2,882,586 63,179 SH   SOLE   63,179 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   1,643,940 18,000 SH   SOLE   18,000 0 0
ALPHABET INC CAP STK CL A 02079K305   7,627,409 3,500 SH   SOLE   3,500 0 0
AMAZON COM INC COM 023135106   12,745,199 120,000 SH   SOLE   120,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   1,672,769 11,244 SH   SOLE   11,244 0 0
AMGEN INC COM 031162100   1,216,499 5,000 SH   SOLE   5,000 0 0
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206   3,031,950 205,000 SH   SOLE   205,000 0 0
APPLE INC COM 037833100   10,937,599 80,000 SH   SOLE   80,000 0 0
ARVINAS INC COM 04335A105   336,719 8,000 SH   SOLE   8,000 0 0
B2GOLD CORP COM 11777Q209   2,728,001 808,000 SH   SOLE   808,000 0 0
BARRICK GOLD CORP COM 067901108   15,354,263 871,184 SH   SOLE   871,184 0 0
BAXTER INTL INC COM 071813109   449,610 7,000 SH   SOLE   7,000 0 0
BECTON DICKINSON & CO COM 075887109   739,590 3,000 SH   SOLE   3,000 0 0
BIOGEN INC COM 09062X103   285,516 1,400 SH   SOLE   1,400 0 0
BOSTON SCIENTIFIC CORP COM 101137107   633,590 17,000 SH   SOLE   17,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,848,000 24,000 SH   SOLE   24,000 0 0
BROADCOM INC COM 11135F101   6,801,340 14,000 SH   SOLE   14,000 0 0
BUNGE LIMITED COM G16962105   307,439 3,390 SH   SOLE   3,390 0 0
C4 THERAPEUTICS INC COM STK 12529R107   263,900 35,000 SH   SOLE   35,000 0 0
CAMECO CORP COM 13321L108   1,971,806 94,100 SH   SOLE   94,100 0 0
CANADIAN NAT RES LTD COM 136385101   2,437,114 45,500 SH   SOLE   45,500 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   1,230,300 30,000 SH   SOLE   30,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   692,000 80,000 SH   SOLE   80,000 0 0
CENTERRA GOLD INC COM 152006102   1,176,278 174,000 SH   SOLE   174,000 0 0
CHEVRON CORP NEW COM 166764100   11,003,280 76,000 SH   SOLE   76,000 0 0
CISCO SYS INC COM 17275R102   2,132,000 50,000 SH   SOLE   50,000 0 0
CLEAN HARBORS INC COM 184496107   1,931,107 22,027 SH   SOLE   22,027 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104   389,017 58,942 SH   SOLE   58,942 0 0
CONOCOPHILLIPS COM 20825C104   5,388,600 60,000 SH   SOLE   60,000 0 0
CVS HEALTH CORP COM 126650100   1,482,560 16,000 SH   SOLE   16,000 0 0
DANAHER CORPORATION COM 235851102   2,281,679 9,000 SH   SOLE   9,000 0 0
DEXCOM INC COM 252131107   596,240 8,000 SH   SOLE   8,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,453,800 12,000 SH   SOLE   12,000 0 0
DRDGOLD LIMITED SPON ADR REPSTG 26152H301   5,645,196 961,703 SH   SOLE   961,703 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   684,648 7,200 SH   SOLE   7,200 0 0
ELECTRONIC ARTS INC COM 285512109   1,581,450 13,000 SH   SOLE   13,000 0 0
ELEVANCE HEALTH INC COM 036752103   1,447,740 3,000 SH   SOLE   3,000 0 0
ELI LILLY & CO COM 532457108   2,593,839 8,000 SH   SOLE   8,000 0 0
EOG RES INC COM 26875P101   3,754,960 34,000 SH   SOLE   34,000 0 0
EQUINOX GOLD CORP COM 29446Y502   1,917,070 431,300 SH   SOLE   431,300 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105   1,227,902 37,770 SH   SOLE   37,770 0 0
EXXON MOBIL CORP COM 30231G102   15,055,512 175,800 SH   SOLE   175,800 0 0
FARFETCH LTD ORD SH CL A 30744W107   214,800 30,000 SH   SOLE   30,000 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103   2,581,643 361,200 SH   SOLE   361,200 0 0
FORTINET INC COM 34959E109   1,612,530 28,500 SH   SOLE   28,500 0 0
FRANCO NEV CORP COM 351858105   6,537,959 49,864 SH   SOLE   49,864 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,067,990 36,500 SH   SOLE   36,500 0 0
GILEAD SCIENCES INC COM 375558103   865,340 14,000 SH   SOLE   14,000 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106   4,404,960 483,000 SH   SOLE   483,000 0 0
HECLA MNG CO COM 422704106   3,236,744 825,700 SH   SOLE   825,700 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   2,786,000 25,000 SH   SOLE   25,000 0 0
HUDBAY MINERALS INC COM 443628102   4,275,609 1,051,700 SH   SOLE   1,051,700 0 0
IDEXX LABS INC COM 45168D104   385,803 1,100 SH   SOLE   1,100 0 0
ILLUMINA INC COM 452327109   553,079 3,000 SH   SOLE   3,000 0 0
INCYTE CORP COM 45337C102   189,924 2,500 SH   SOLE   2,500 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   1,204,259 6,000 SH   SOLE   6,000 0 0
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649   25,343,999 220,000 SH   SOLE   0 0 220,000
IQVIA HLDGS INC COM 46266C105   499,076 2,300 SH   SOLE   2,300 0 0
ISHARES INC MSCI WORLD ETF 464286392   3,804,928 35,600 SH   SOLE   0 0 35,600
ISHARES INC CORE MSCI EMKT 46434G103   2,295,124 46,782 SH   SOLE   0 0 46,782
ISHARES TR CORE S&P500 ETF 464287200   195,427,180 515,435 SH   SOLE   0 0 515,435
ISHARES TR MSCI EMG MKT ETF 464287234   14,709,201 366,813 SH   SOLE   0 0 366,813
JOHNSON & JOHNSON COM 478160104   7,632,219 42,996 SH   SOLE   42,996 0 0
KINROSS GOLD CORP COM 496902404   17,754 5,006 SH   SOLE   5,006 0 0
LAS VEGAS SANDS CORP COM 517834107   2,015,400 60,000 SH   SOLE   60,000 0 0
LAUDER ESTEE COS INC CL A 518439104   6,112,079 24,000 SH   SOLE   24,000 0 0
LULULEMON ATHLETICA INC COM 550021109   2,453,490 9,000 SH   SOLE   9,000 0 0
MAG SILVER CORP COM 55903Q104   3,514,775 288,918 SH   SOLE   288,918 0 0
MARATHON PETE CORP COM 56585A102   4,316,025 52,500 SH   SOLE   52,500 0 0
MARRIOTT INTL INC NEW CL A 571903202   2,992,220 22,000 SH   SOLE   22,000 0 0
MERCK & CO INC COM 58933Y105   4,298,756 47,151 SH   SOLE   47,151 0 0
META PLATFORMS INC CL A 30303M102   10,481,250 65,000 SH   SOLE   65,000 0 0
MICRON TECHNOLOGY INC COM 595112103   8,568,400 155,000 SH   SOLE   155,000 0 0
MICROSOFT CORP COM 594918104   21,830,550 85,000 SH   SOLE   85,000 0 0
MODERNA INC COM 60770K107   452,977 3,171 SH   SOLE   3,171 0 0
MOSAIC CO NEW COM 61945C103   1,227,980 26,000 SH   SOLE   26,000 0 0
NETFLIX INC COM 64110L106   4,196,879 24,000 SH   SOLE   24,000 0 0
NEWMONT CORP COM 651639106   13,518,298 226,551 SH   SOLE   226,551 0 0
NEXGEN ENERGY LTD COM 65340P106   4,680,541 1,308,300 SH   SOLE   1,308,300 0 0
NIKE INC CL B 654106103   3,372,600 33,000 SH   SOLE   33,000 0 0
NIO INC SPON ADS 62914V106   1,737,600 80,000 SH   SOLE   80,000 0 0
NVIDIA CORPORATION COM 67066G104   11,672,430 77,000 SH   SOLE   77,000 0 0
ORGANON & CO COMMON STOCK 68622V106   33,277 986 SH   SOLE   986 0 0
PALO ALTO NETWORKS INC COM 697435105   1,679,396 3,400 SH   SOLE   3,400 0 0
PAN AMERN SILVER CORP COM 697900108   11,750 600 SH   SOLE   600 0 0
PAYPAL HLDGS INC COM 70450Y103   7,682,399 110,000 SH   SOLE   110,000 0 0
PFIZER INC COM 717081103   5,640,733 107,586 SH   SOLE   107,586 0 0
PIONEER NAT RES CO COM 723787107   3,279,276 14,700 SH   SOLE   14,700 0 0
PVH CORPORATION COM 693656100   569,000 10,000 SH   SOLE   10,000 0 0
QUALCOMM INC COM 747525103   8,303,099 65,000 SH   SOLE   65,000 0 0
RALPH LAUREN CORP CL A 751212101   1,434,400 16,000 SH   SOLE   16,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107   709,355 1,200 SH   SOLE   1,200 0 0
REPUBLIC SVCS INC COM 760759100   2,294,805 17,535 SH   SOLE   17,535 0 0
SALESFORCE INC COM 79466L302   2,970,720 18,000 SH   SOLE   18,000 0 0
SEABRIDGE GOLD INC COM 811916105   209,969 17,000 SH   SOLE   17,000 0 0
SHOPIFY INC CL A 82509L107   1,245,801 40,000 SH   SOLE   40,000 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   4,653,437 466,744 SH   SOLE   466,744 0 0
SILVERCREST METALS INC COM 828363101   2,944,543 483,166 SH   SOLE   483,166 0 0
SSR MINING IN COM 784730103   5,383,052 323,328 SH   SOLE   323,328 0 0
STRYKER CORPORATION COM 863667101   895,185 4,500 SH   SOLE   4,500 0 0
SUNCOR ENERGY INC NEW COM 867224107   6,259,703 179,000 SH   SOLE   179,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   6,998,913 57,120 SH   SOLE   57,120 0 0
TAPESTRY INC COM 876030107   1,373,400 45,000 SH   SOLE   45,000 0 0
TECK RESOURCES LTD CL B 878742204   5,127,313 168,224 SH   SOLE   168,224 0 0
TEMPUR SEALY INTL INC COM 88023U101   897,540 42,000 SH   SOLE   42,000 0 0
TESLA INC COM 88160R101   12,794,980 19,000 SH   SOLE   19,000 0 0
TEXAS INSTRS INC COM 882508104   5,377,750 35,000 SH   SOLE   35,000 0 0
THE CIGNA GROUP COM 125523100   922,320 3,500 SH   SOLE   3,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   2,716,399 5,000 SH   SOLE   5,000 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   611,999 30,000 SH   SOLE   30,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   7,291,491 14,196 SH   SOLE   14,196 0 0
VALERO ENERGY CORP COM 91913Y100   3,294,680 31,000 SH   SOLE   31,000 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   13,143,976 37,892 SH   SOLE   0 0 37,892
VERTEX PHARMACEUTICALS INC COM 92532F100   338,148 1,200 SH   SOLE   1,200 0 0
WASTE CONNECTIONS INC COM 94106B101   2,108,427 17,060 SH   SOLE   17,060 0 0
WASTE MGMT INC DEL COM 94106L109   2,080,222 13,598 SH   SOLE   13,598 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   11,919,804 331,888 SH   SOLE   331,888 0 0
WYNN RESORTS LTD COM 983134107   1,139,600 20,000 SH   SOLE   20,000 0 0
XYLEM INC COM 98419M100   1,788,836 22,881 SH   SOLE   22,881 0 0
YAMANA GOLD INC COM 98462Y100   5,697,844 1,228,392 SH   SOLE   1,228,392 0 0
ZOETIS INC CL A 98978V103   1,375,119 8,000 SH   SOLE   8,000 0 0