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   1,432,245 17,772 SH   SOLE   17,772 0 0
ACTIVISION BLIZZARD INC COM 00507V109   5,840,907 128,287 SH   SOLE   128,287 0 0
AGNICO EAGLE MINES LTD COM 008474108   4,769,102 110,292 SH   SOLE   110,292 0 0
AKEBIA THERAPEUTICS INC COM 00972D105   4,491,199 548,376 SH   SOLE   548,376 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   369,144 73,156 SH   SOLE   73,156 0 0
ALPHABET INC CAP STK CL A 02079K305   24,997,143 21,240 SH   SOLE   21,240 0 0
AMAZON COM INC COM 023135106   29,141,973 16,365 SH   SOLE   16,365 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104   22,861,040 1,539,464 SH   SOLE   1,539,464 0 0
AMGEN INC COM 031162100   1,221,571 6,430 SH   SOLE   6,430 0 0
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206   3,491,281 266,510 SH   SOLE   266,510 0 0
APPLE INC COM 037833100   16,425,926 86,475 SH   SOLE   86,475 0 0
AQUANTIA CORP COM 03842Q108   4,471,046 493,493 SH   SOLE   493,493 0 0
B2GOLD CORP COM 11777Q209   2,999,199 1,077,500 SH   SOLE   1,077,500 0 0
BARRICK GOLD CORP COM 067901108   6,356,349 466,193 SH   SOLE   466,193 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   870,421 18,244 SH   SOLE   18,244 0 0
BROADCOM INC COM 11135F101   5,305,125 17,642 SH   SOLE   17,642 0 0
CAMECO CORP COM 13321L108   571,312 48,739 SH   SOLE   48,739 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   1,143,750 25,000 SH   SOLE   25,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   2,283,110 45,014 SH   SOLE   45,014 0 0
CELGENE CORP COM 151020104   1,052,551 11,157 SH   SOLE   11,157 0 0
CHILDRENS PL INC COM 168905107   7,511,377 77,214 SH   SOLE   77,214 0 0
CISCO SYS INC COM 17275R102   11,580,099 214,486 SH   SOLE   214,486 0 0
COCA COLA CO COM 191216100   2,125,850 45,366 SH   SOLE   45,366 0 0
COEUR MNG INC COM NEW 192108504   326,400 80,000 SH   SOLE   80,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104   1,197,106 69,277 SH   SOLE   69,277 0 0
ELECTRONIC ARTS INC COM 285512109   5,196,240 51,129 SH   SOLE   51,129 0 0
FLIR SYS INC COM 302445101   7,547,234 158,622 SH   SOLE   158,622 0 0
FRANCO NEV CORP COM 351858105   1,259,047 16,885 SH   SOLE   16,885 0 0
G-III APPAREL GROUP LTD COM 36237H101   2,997,000 75,000 SH   SOLE   75,000 0 0
GILEAD SCIENCES INC COM 375558103   940,954 14,474 SH   SOLE   14,474 0 0
GOLDCORP INC NEW COM 380956409   497,296 43,701 SH   SOLE   43,701 0 0
GRUBHUB INC COM 400110102   173,674 2,500 SH   SOLE   2,500 0 0
GUESS INC COM 401617105   1,372,000 70,000 SH   SOLE   70,000 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300   170,361 89,664 SH   SOLE   89,664 0 0
HOME DEPOT INC COM 437076102   105,731 551 SH   SOLE   551 0 0
IAMGOLD CORP COM 450913108   1,381,789 401,000 SH   SOLE   401,000 0 0
INTEL CORP COM 458140100   11,163,263 207,882 SH   SOLE   207,882 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   13,355,531 505,126 SH   SOLE   505,126 0 0
ISHARES INC CORE MSCI EMKT 46434G103   3,795,513 73,400 SH   SOLE   0 0 73,400
ISHARES INC MSCI MEXICO ETF 464286822   2,737,452 62,800 SH   SOLE   0 0 62,800
ISHARES TR MSCI EMG MKT ETF 464287234   14,723,834 343,053 SH   SOLE   0 0 343,053
ISHARES TR CORE S&P500 ETF 464287200   13,795,468 48,480 SH   SOLE   0 0 48,480
JOHNSON & JOHNSON COM 478160104   3,437,715 24,592 SH   SOLE   24,592 0 0
KINROSS GOLD CORP COM 496902404   1,336,909 390,506 SH   SOLE   390,506 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100   2,690,214 88,944 SH   SOLE   88,944 0 0
KRAFT HEINZ CO COM 500754106   189,369 5,800 SH   SOLE   5,800 0 0
KROGER CO COM 501044101   186,959 7,600 SH   SOLE   7,600 0 0
L BRANDS INC COM 501797104   551,600 20,000 SH   SOLE   20,000 0 0
LAS VEGAS SANDS CORP COM 517834107   1,828,800 30,000 SH   SOLE   30,000 0 0
LAUDER ESTEE COS INC CL A 518439104   3,310,999 20,000 SH   SOLE   20,000 0 0
LG DISPLAY CO LTD SPONS ADR REP 50186V102   3,766,616 435,447 SH   SOLE   435,447 0 0
LULULEMON ATHLETICA INC COM 550021109   819,350 5,000 SH   SOLE   5,000 0 0
MACYS INC COM 55616P104   910,736 37,900 SH   SOLE   37,900 0 0
MAG SILVER CORP COM 55903Q104   2,992,295 281,750 SH   SOLE   281,750 0 0
MCDONALDS CORP COM 580135101   2,787,162 14,677 SH   SOLE   14,677 0 0
MERCK & CO INC COM 58933Y105   2,508,656 30,163 SH   SOLE   30,163 0 0
META PLATFORMS INC CL A 30303M102   8,334,499 50,000 SH   SOLE   50,000 0 0
MICROSOFT CORP COM 594918104   27,146,131 230,169 SH   SOLE   230,169 0 0
NEWMONT CORP COM 651639106   4,677,285 130,760 SH   SOLE   130,760 0 0
NEXGEN ENERGY LTD COM 65340P106   1,973,776 1,227,800 SH   SOLE   1,227,800 0 0
NIKE INC CL B 654106103   3,199,980 38,000 SH   SOLE   38,000 0 0
NVIDIA CORPORATION COM 67066G104   4,552,743 25,355 SH   SOLE   25,355 0 0
PEPSICO INC COM 713448108   640,936 5,230 SH   SOLE   5,230 0 0
PFIZER INC COM 717081103   2,785,267 65,582 SH   SOLE   65,582 0 0
PROCTER AND GAMBLE CO COM 742718109   1,015,319 9,758 SH   SOLE   9,758 0 0
PVH CORPORATION COM 693656100   1,829,250 15,000 SH   SOLE   15,000 0 0
QUALCOMM INC COM 747525103   3,624,142 63,548 SH   SOLE   63,548 0 0
RALPH LAUREN CORP CL A 751212101   1,556,159 12,000 SH   SOLE   12,000 0 0
ROYAL GOLD INC COM 780287108   1,404,413 15,445 SH   SOLE   15,445 0 0
SEABRIDGE GOLD INC COM 811916105   210,152 17,000 SH   SOLE   17,000 0 0
SIBANYE STILLWATER SPONSORED ADR 825724206   5,068,782 1,227,308 SH   SOLE   1,227,308 0 0
SKECHERS U S A INC CL A 830566105   773,030 23,000 SH   SOLE   23,000 0 0
SSR MINING IN COM 784730103   1,140,127 90,700 SH   SOLE   90,700 0 0
STARBUCKS CORP COM 855244109   3,108,081 41,809 SH   SOLE   41,809 0 0
TAPESTRY INC COM 876030107   978,826 30,127 SH   SOLE   30,127 0 0
TECK RESOURCES LTD CL B 878742204   885,965 38,500 SH   SOLE   38,500 0 0
TEMPUR SEALY INTL INC COM 88023U101   865,050 15,000 SH   SOLE   15,000 0 0
TESLA INC COM 88160R101   1,959,020 7,000 SH   SOLE   7,000 0 0
TIFFANY & CO NEW COM 886547108   1,055,500 10,000 SH   SOLE   10,000 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   876,150 55,000 SH   SOLE   55,000 0 0
ULTA BEAUTY INC COM 90384S303   348,730 1,000 SH   SOLE   1,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   3,135,751 12,682 SH   SOLE   12,682 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   196,136 3,100 SH   SOLE   3,100 0 0
WALMART INC COM 931142103   185,307 1,900 SH   SOLE   1,900 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   5,421,168 228,988 SH   SOLE   228,988 0 0
WYNN RESORTS LTD COM 983134107   1,670,480 14,000 SH   SOLE   14,000 0 0
YAMANA GOLD INC COM 98462Y100   1,294,651 499,870 SH   SOLE   499,870 0 0
YELP INC CL A 985817105   17,299,576 501,437 SH   SOLE   501,437 0 0