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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
EURONAV NV SHS B38564108 7,251 777,960 SH   SOLE N/A 777,960 0 0
FACEBOOK INC CL A 30303M102 52,712 151,599 SH   SOLE N/A 151,599 0 0
FRANCO NEV CORP COM 351858105 32,855 226,478 SH   SOLE N/A 226,478 0 0
ALPHABET INC CAP STK CL C 02079K107 80,182 31,992 SH   SOLE N/A 31,992 0 0
ALKURI GLOBAL ACQUISITION CO *W EXP 02/09/202 66981N111 1,232 843,949 SH   SOLE N/A 843,949 0 0
MODERNA INC COM 60770K107 12,420 52,857 SH   SOLE N/A 52,857 0 0
MICROSOFT CORP COM 594918104 4,247 15,679 SH   SOLE N/A 15,679 0 0
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 12,508 1,347,840 SH   SOLE N/A 1,347,840 0 0
ROYAL GOLD INC COM 780287108 8,264 72,426 SH   SOLE N/A 72,426 0 0
SEABRIDGE GOLD INC COM 811916105 2,821 160,753 SH   SOLE N/A 160,753 0 0
YANDEX N V SHS CLASS A N97284108 15,965 225,649 SH   SOLE N/A 225,649 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 34,140 1,004,700 SH Call SOLE N/A 1,004,700 0 0
GLOBAL X FDS GLOBAL X SILVER 37954Y848 6,619 155,000 SH Call SOLE N/A 155,000 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 21,803 900,200 SH Call SOLE N/A 900,200 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 60,253 170,000 SH Put SOLE N/A 170,000 0 0
DOORDASH INC CL A 25809K105 8,917 50,000 SH Put SOLE N/A 50,000 0 0