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
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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   1,928,556 22,018 SH   SOLE   22,018 0 0
ACTIVISION BLIZZARD INC COM 00507V109   16,189,919 199,999 SH   SOLE   199,999 0 0
AGNICO EAGLE MINES LTD COM 008474108   5,002,721 63,202 SH   SOLE   63,202 0 0
AKEBIA THERAPEUTICS INC COM 00972D105   1,574,603 627,332 SH   SOLE   627,332 0 0
ALPHABET INC CAP STK CL A 02079K305   14,228,044 9,708 SH   SOLE   9,708 0 0
AMAZON COM INC COM 023135106   31,282,632 9,935 SH   SOLE   9,935 0 0
AMGEN INC COM 031162100   1,634,248 6,430 SH   SOLE   6,430 0 0
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206   5,487,066 208,001 SH   SOLE   208,001 0 0
APPLE INC COM 037833100   14,354,417 123,948 SH   SOLE   123,948 0 0
B2GOLD CORP COM 11777Q209   3,044,683 470,676 SH   SOLE   470,676 0 0
BARRICK GOLD CORP COM 067901108   16,494,177 591,096 SH   SOLE   591,096 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,772,586 29,401 SH   SOLE   29,401 0 0
BROADCOM INC COM 11135F101   6,427,333 17,642 SH   SOLE   17,642 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   144,000 8,000 SH   SOLE   8,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   303,599 20,000 SH   SOLE   20,000 0 0
CHILDRENS PL INC COM 168905107   9,880,712 348,526 SH   SOLE   348,526 0 0
CISCO SYS INC COM 17275R102   8,448,603 214,486 SH   SOLE   214,486 0 0
COCA COLA CO COM 191216100   1,190,113 24,106 SH   SOLE   24,106 0 0
COTERRA ENERGY INC COM 127097103   173,599 10,000 SH   SOLE   10,000 0 0
DRDGOLD LIMITED SPON ADR REPSTG 26152H301   2,183,789 184,286 SH   SOLE   184,286 0 0
ELECTRONIC ARTS INC COM 285512109   16,953,300 130,000 SH   SOLE   130,000 0 0
EQUINOX GOLD CORP COM 29446Y502   2,984,024 257,200 SH   SOLE   257,200 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103   1,879,696 199,000 SH   SOLE   199,000 0 0
FLIR SYS INC COM 302445101   5,679,500 158,424 SH   SOLE   158,424 0 0
FRANCO NEV CORP COM 351858105   1,643,030 11,835 SH   SOLE   11,835 0 0
FUNKO INC COM CL A 361008105   3,740,212 645,978 SH   SOLE   645,978 0 0
GILEAD SCIENCES INC COM 375558103   914,612 14,474 SH   SOLE   14,474 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106   3,895,929 317,000 SH   SOLE   317,000 0 0
GUESS INC COM 401617105   464,800 40,000 SH   SOLE   40,000 0 0
HASBRO INC COM 418056107   21,495,371 259,857 SH   SOLE   259,857 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   639,899 7,500 SH   SOLE   7,500 0 0
HOME DEPOT INC COM 437076102   153,018 551 SH   SOLE   551 0 0
INTEL CORP COM 458140100   10,764,129 207,882 SH   SOLE   207,882 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   8,695,230 339,923 SH   SOLE   339,923 0 0
ISHARES INC CORE MSCI EMKT 46434G103   4,778,980 90,511 SH   SOLE   0 0 90,511
ISHARES INC MSCI WORLD ETF 464286392   1,273,856 12,800 SH   SOLE   0 0 12,800
ISHARES TR CORE S&P500 ETF 464287200   55,676,068 165,673 SH   SOLE   0 0 165,673
ISHARES TR MSCI EMG MKT ETF 464287234   17,543,587 397,904 SH   SOLE   0 0 397,904
JOHNSON & JOHNSON COM 478160104   3,164,295 21,254 SH   SOLE   21,254 0 0
KINROSS GOLD CORP COM 496902404   5,873,779 670,006 SH   SOLE   670,006 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100   10,629,609 219,181 SH   SOLE   219,181 0 0
LAS VEGAS SANDS CORP COM 517834107   886,539 19,000 SH   SOLE   19,000 0 0
LAUDER ESTEE COS INC CL A 518439104   2,400,749 11,000 SH   SOLE   11,000 0 0
LULULEMON ATHLETICA INC COM 550021109   988,110 3,000 SH   SOLE   3,000 0 0
MAG SILVER CORP COM 55903Q104   5,961,957 369,088 SH   SOLE   369,088 0 0
MARRIOTT INTL INC NEW CL A 571903202   648,059 7,000 SH   SOLE   7,000 0 0
MERCK & CO INC COM 58933Y105   1,896,485 22,863 SH   SOLE   22,863 0 0
META PLATFORMS INC CL A 30303M102   13,024,548 49,731 SH   SOLE   49,731 0 0
MICROSOFT CORP COM 594918104   26,281,995 124,956 SH   SOLE   124,956 0 0
NETFLIX INC COM 64110L106   10,868,652 21,736 SH   SOLE   21,736 0 0
NEWMONT CORP COM 651639106   8,606,548 135,643 SH   SOLE   135,643 0 0
NEXGEN ENERGY LTD COM 65340P106   3,058,363 1,774,500 SH   SOLE   1,774,500 0 0
NIKE INC CL B 654106103   2,636,339 21,000 SH   SOLE   21,000 0 0
NVIDIA CORPORATION COM 67066G104   13,722,633 25,355 SH   SOLE   25,355 0 0
PEPSICO INC COM 713448108   724,878 5,230 SH   SOLE   5,230 0 0
PFIZER INC COM 717081103   1,797,859 48,988 SH   SOLE   48,988 0 0
PROCTER AND GAMBLE CO COM 742718109   2,090,687 15,042 SH   SOLE   15,042 0 0
PVH CORPORATION COM 693656100   715,679 12,000 SH   SOLE   12,000 0 0
QUALCOMM INC COM 747525103   7,478,328 63,548 SH   SOLE   63,548 0 0
RALPH LAUREN CORP CL A 751212101   135,939 2,000 SH   SOLE   2,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107   391,846 700 SH   SOLE   700 0 0
SEABRIDGE GOLD INC COM 811916105   317,602 17,000 SH   SOLE   17,000 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   12,703,810 1,140,378 SH   SOLE   1,140,378 0 0
SILVERCREST METALS INC COM 828363101   3,006,945 356,969 SH   SOLE   356,969 0 0
SSR MINING IN COM 784730103   5,290,196 285,328 SH   SOLE   285,328 0 0
TAPESTRY INC COM 876030107   156,300 10,000 SH   SOLE   10,000 0 0
TECK RESOURCES LTD CL B 878742204   2,465,340 178,224 SH   SOLE   178,224 0 0
TEMPUR SEALY INTL INC COM 88023U101   267,570 3,000 SH   SOLE   3,000 0 0
TESLA INC COM 88160R101   3,003,070 7,000 SH   SOLE   7,000 0 0
TIFFANY & CO NEW COM 886547108   868,875 7,500 SH   SOLE   7,500 0 0
TJX COS INC NEW COM 872540109   556,500 10,000 SH   SOLE   10,000 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   26,502,143 1,384,647 SH   SOLE   1,384,647 0 0
TPI COMPOSITES INC COM 87266J104   15,100,178 521,415 SH   SOLE   521,415 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,156,201 6,916 SH   SOLE   6,916 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   10,080,817 206,815 SH   SOLE   206,815 0 0
WYNN RESORTS LTD COM 983134107   574,479 8,000 SH   SOLE   8,000 0 0
YAMANA GOLD INC COM 98462Y100   3,182,054 563,392 SH   SOLE   563,392 0 0
YELP INC CL A 985817105   4,610,715 229,503 SH   SOLE   229,503 0 0