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
ABBVIE INC COM 00287Y109   2,165,251 24,367 SH   SOLE   24,367 0 0
ACTIVISION BLIZZARD INC COM 00507V109   18,953,231 293,803 SH   SOLE   293,803 0 0
AGNICO EAGLE MINES LTD COM 008474108   3,211,911 70,792 SH   SOLE   70,792 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   496,197 73,156 SH   SOLE   73,156 0 0
ALPHABET INC CAP STK CL A 02079K305   23,113,191 23,737 SH   SOLE   23,737 0 0
AMAZON COM INC COM 023135106   17,929,177 18,650 SH   SOLE   18,650 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104   21,432,394 1,457,986 SH   SOLE   1,457,986 0 0
AMGEN INC COM 031162100   1,602,537 8,595 SH   SOLE   8,595 0 0
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206   3,023,987 325,510 SH   SOLE   325,510 0 0
APPLE INC COM 037833100   30,571,859 198,364 SH   SOLE   198,364 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102   2,270,305 35,106 SH   SOLE   35,106 0 0
B2GOLD CORP COM 11777Q209   873,796 315,700 SH   SOLE   315,700 0 0
BARRICK GOLD CORP COM 067901108   3,226,672 200,539 SH   SOLE   200,539 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,338,348 20,997 SH   SOLE   20,997 0 0
CAMECO CORP COM 13321L108   649,589 67,000 SH   SOLE   67,000 0 0
CELGENE CORP COM 151020104   777,220 5,330 SH   SOLE   5,330 0 0
CISCO SYS INC COM 17275R102   6,934,842 206,210 SH   SOLE   206,210 0 0
COACH INC COM 189754104   850,995 21,127 SH   SOLE   21,127 0 0
COCA COLA CO COM 191216100   2,036,252 45,240 SH   SOLE   45,240 0 0
COEUR MNG INC COM NEW 192108504   505,450 55,000 SH   SOLE   55,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104   988,372 77,277 SH   SOLE   77,277 0 0
EDITAS MEDICINE INC COM 28106W103   2,360,231 98,302 SH   SOLE   98,302 0 0
ELECTRONIC ARTS INC COM 285512109   18,361,281 155,525 SH   SOLE   155,525 0 0
ETHAN ALLEN INTERIORS INC COM 297602104   648,000 20,000 SH   SOLE   20,000 0 0
EXXON MOBIL CORP COM 30231G102   2,049,500 25,000 SH   SOLE   25,000 0 0
FLIR SYS INC COM 302445101   4,386,557 112,736 SH   SOLE   112,736 0 0
FRANCO NEV CORP COM 351858105   2,106,458 27,085 SH   SOLE   27,085 0 0
GILEAD SCIENCES INC COM 375558103   1,014,775 12,525 SH   SOLE   12,525 0 0
GOLDCORP INC NEW COM 380956409   726,031 55,701 SH   SOLE   55,701 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300   411,750 225,000 SH   SOLE   225,000 0 0
HECLA MNG CO COM 422704106   261,040 52,000 SH   SOLE   52,000 0 0
HOME DEPOT INC COM 437076102   90,121 551 SH   SOLE   551 0 0
IAMGOLD CORP COM 450913108   491,124 80,000 SH   SOLE   80,000 0 0
INTEL CORP COM 458140100   8,225,660 216,010 SH   SOLE   216,010 0 0
INTELLIA THERAPEUTICS INC COM 45826J105   318,477 12,816 SH   SOLE   12,816 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   19,818,981 1,924,173 SH   SOLE   1,924,173 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   10,311,184 230,109 SH   SOLE   0 0 230,109
ISHARES TR CHINA LG-CAP ETF 464287184   622,637 14,138 SH   SOLE   0 0 14,138
JOHNSON & JOHNSON COM 478160104   3,511,830 27,012 SH   SOLE   27,012 0 0
KINROSS GOLD CORP COM 496902404   1,358,945 320,506 SH   SOLE   320,506 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100   7,819,774 604,409 SH   SOLE   604,409 0 0
KLONDEX MNS LTD COM 498696103   109,827 30,000 SH   SOLE   30,000 0 0
L BRANDS INC COM 501797104   1,040,250 25,000 SH   SOLE   25,000 0 0
LAS VEGAS SANDS CORP COM 517834107   1,379,439 21,500 SH   SOLE   21,500 0 0
LAUDER ESTEE COS INC CL A 518439104   1,343,255 12,456 SH   SOLE   12,456 0 0
LG DISPLAY CO LTD SPONS ADR REP 50186V102   8,008,720 596,775 SH   SOLE   596,775 0 0
LULULEMON ATHLETICA INC COM 550021109   1,898,625 30,500 SH   SOLE   30,500 0 0
MACYS INC COM 55616P104   74,188 3,400 SH   SOLE   3,400 0 0
MAG SILVER CORP COM 55903Q104   2,036,722 181,200 SH   SOLE   181,200 0 0
MCDONALDS CORP COM 580135101   2,508,916 16,013 SH   SOLE   16,013 0 0
MERCK & CO INC COM 58933Y105   2,522,653 39,398 SH   SOLE   39,398 0 0
META PLATFORMS INC CL A 30303M102   13,648,070 79,874 SH   SOLE   79,874 0 0
MICHAEL KORS HLDGS LTD SHS G60754101   334,950 7,000 SH   SOLE   7,000 0 0
MICRON TECHNOLOGY INC COM 595112103   7,940,648 201,898 SH   SOLE   201,898 0 0
MICROSOFT CORP COM 594918104   21,888,290 293,842 SH   SOLE   293,842 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   1,049,750 19,000 SH   SOLE   19,000 0 0
NETSCOUT SYS INC COM 64115T104   12,155,253 375,742 SH   SOLE   375,742 0 0
NEW GOLD INC CDA COM 644535106   7,301 1,960 SH   SOLE   1,960 0 0
NEWMONT CORP COM 651639106   2,166,577 57,760 SH   SOLE   57,760 0 0
NEXGEN ENERGY LTD COM 65340P106   1,849,398 829,800 SH   SOLE   829,800 0 0
NIKE INC CL B 654106103   2,999,522 57,850 SH   SOLE   57,850 0 0
NVIDIA CORPORATION COM 67066G104   2,952,207 16,514 SH   SOLE   16,514 0 0
PAN AMERN SILVER CORP COM 697900108   238,700 14,000 SH   SOLE   14,000 0 0
PEPSICO INC COM 713448108   582,778 5,230 SH   SOLE   5,230 0 0
PFIZER INC COM 717081103   2,558,547 71,668 SH   SOLE   71,668 0 0
PROCTER AND GAMBLE CO COM 742718109   2,355,563 25,891 SH   SOLE   25,891 0 0
PVH CORPORATION COM 693656100   1,489,903 11,819 SH   SOLE   11,819 0 0
QUALCOMM INC COM 747525103   3,299,149 63,641 SH   SOLE   63,641 0 0
RALPH LAUREN CORP CL A 751212101   383,796 4,347 SH   SOLE   4,347 0 0
ROYAL GOLD INC COM 780287108   1,234,243 14,345 SH   SOLE   14,345 0 0
SEABRIDGE GOLD INC COM 811916105   109,800 9,000 SH   SOLE   9,000 0 0
SIBANYE STILLWATER SPONSORED ADR 825724206   3,865,669 866,742 SH   SOLE   866,742 0 0
SKECHERS U S A INC CL A 830566105   22,679,302 903,918 SH   SOLE   903,918 0 0
SSR MINING IN COM 784730103   484,877 45,700 SH   SOLE   45,700 0 0
STARBUCKS CORP COM 855244109   1,871,310 34,841 SH   SOLE   34,841 0 0
SUNCOR ENERGY INC NEW COM 867224107   351,849 10,000 SH   SOLE   10,000 0 0
TAHOE RES INC COM 873868103   355,746 67,400 SH   SOLE   67,400 0 0
TECK RESOURCES LTD CL B 878742204   1,811,415 85,700 SH   SOLE   85,700 0 0
TEMPUR SEALY INTL INC COM 88023U101   580,679 9,000 SH   SOLE   9,000 0 0
TESLA INC COM 88160R101   1,023,300 3,000 SH   SOLE   3,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,132,023 10,886 SH   SOLE   10,886 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   8,320,166 434,488 SH   SOLE   434,488 0 0
YAMANA GOLD INC COM 98462Y100   145,405 54,870 SH   SOLE   54,870 0 0