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   2,246,573 23,230 SH   SOLE   23,230 0 0
ACTIVISION BLIZZARD INC COM 00507V109   7,986,931 126,136 SH   SOLE   126,136 0 0
AGNICO EAGLE MINES LTD COM 008474108   3,091,776 66,792 SH   SOLE   66,792 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   477,848 73,156 SH   SOLE   73,156 0 0
ALPHABET INC CAP STK CL A 02079K305   29,532,068 28,035 SH   SOLE   28,035 0 0
AMAZON COM INC COM 023135106   27,069,722 23,147 SH   SOLE   23,147 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104   24,120,709 1,597,398 SH   SOLE   1,597,398 0 0
AMGEN INC COM 031162100   1,851,687 10,648 SH   SOLE   10,648 0 0
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206   3,571,696 350,510 SH   SOLE   350,510 0 0
APPLE INC COM 037833100   39,142,391 231,297 SH   SOLE   231,297 0 0
B2GOLD CORP COM 11777Q209   976,927 315,700 SH   SOLE   315,700 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06746L422   2,791,999 100,000 SH   SOLE   100,000 0 0
BARRICK GOLD CORP COM 067901108   3,313,678 228,539 SH   SOLE   228,539 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,467,104 23,941 SH   SOLE   23,941 0 0
CAMECO CORP COM 13321L108   805,578 87,000 SH   SOLE   87,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   2,190,210 33,000 SH   SOLE   33,000 0 0
CELGENE CORP COM 151020104   1,164,344 11,157 SH   SOLE   11,157 0 0
CISCO SYS INC COM 17275R102   8,214,813 214,486 SH   SOLE   214,486 0 0
COCA COLA CO COM 191216100   2,490,733 54,288 SH   SOLE   54,288 0 0
COEUR MNG INC COM NEW 192108504   412,500 55,000 SH   SOLE   55,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104   1,088,060 77,277 SH   SOLE   77,277 0 0
EDITAS MEDICINE INC COM 28106W103   4,636,911 150,892 SH   SOLE   150,892 0 0
ELECTRONIC ARTS INC COM 285512109   7,741,871 73,690 SH   SOLE   73,690 0 0
ETHAN ALLEN INTERIORS INC COM 297602104   2,002,000 70,000 SH   SOLE   70,000 0 0
EXXON MOBIL CORP COM 30231G102   2,091,000 25,000 SH   SOLE   25,000 0 0
FLIR SYS INC COM 302445101   7,596,029 162,935 SH   SOLE   162,935 0 0
FRANCO NEV CORP COM 351858105   1,889,667 23,585 SH   SOLE   23,585 0 0
G-III APPAREL GROUP LTD COM 36237H101   737,800 20,000 SH   SOLE   20,000 0 0
GILEAD SCIENCES INC COM 375558103   1,374,843 19,191 SH   SOLE   19,191 0 0
GOLDCORP INC NEW COM 380956409   865,535 67,701 SH   SOLE   67,701 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300   420,750 225,000 SH   SOLE   225,000 0 0
HOME DEPOT INC COM 437076102   104,431 551 SH   SOLE   551 0 0
IAMGOLD CORP COM 450913108   467,681 80,000 SH   SOLE   80,000 0 0
INTEL CORP COM 458140100   9,895,965 214,384 SH   SOLE   214,384 0 0
INTELLIA THERAPEUTICS INC COM 45826J105   1,710,618 89,002 SH   SOLE   89,002 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   38,178,545 3,235,470 SH   SOLE   3,235,470 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   11,125,456 236,109 SH   SOLE   0 0 236,109
ISHARES TR CHINA LG-CAP ETF 464287184   652,751 14,138 SH   SOLE   0 0 14,138
JOHNSON & JOHNSON COM 478160104   4,618,165 33,053 SH   SOLE   33,053 0 0
KINROSS GOLD CORP COM 496902404   1,385,452 320,506 SH   SOLE   320,506 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100   8,926,295 580,809 SH   SOLE   580,809 0 0
KLONDEX MNS LTD COM 498696103   78,000 30,000 SH   SOLE   30,000 0 0
L BRANDS INC COM 501797104   2,107,700 35,000 SH   SOLE   35,000 0 0
LAS VEGAS SANDS CORP COM 517834107   1,945,719 28,000 SH   SOLE   28,000 0 0
LAUDER ESTEE COS INC CL A 518439104   1,839,381 14,456 SH   SOLE   14,456 0 0
LG DISPLAY CO LTD SPONS ADR REP 50186V102   8,211,623 596,775 SH   SOLE   596,775 0 0
LULULEMON ATHLETICA INC COM 550021109   2,318,404 29,500 SH   SOLE   29,500 0 0
MACYS INC COM 55616P104   85,646 3,400 SH   SOLE   3,400 0 0
MAG SILVER CORP COM 55903Q104   2,428,549 196,200 SH   SOLE   196,200 0 0
MCDONALDS CORP COM 580135101   3,307,457 19,216 SH   SOLE   19,216 0 0
MERCK & CO INC COM 58933Y105   3,070,372 54,565 SH   SOLE   54,565 0 0
META PLATFORMS INC CL A 30303M102   18,416,777 104,368 SH   SOLE   104,368 0 0
MICHAEL KORS HLDGS LTD SHS G60754101   440,650 7,000 SH   SOLE   7,000 0 0
MICROSOFT CORP COM 594918104   28,705,171 335,576 SH   SOLE   335,576 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   886,060 14,000 SH   SOLE   14,000 0 0
NEW GOLD INC CDA COM 644535106   6,455 1,960 SH   SOLE   1,960 0 0
NEWMONT CORP COM 651639106   2,317,235 61,760 SH   SOLE   61,760 0 0
NEXGEN ENERGY LTD COM 65340P106   2,332,274 911,000 SH   SOLE   911,000 0 0
NIKE INC CL B 654106103   4,681,867 74,850 SH   SOLE   74,850 0 0
NVIDIA CORPORATION COM 67066G104   4,906,192 25,355 SH   SOLE   25,355 0 0
PAN AMERN SILVER CORP COM 697900108   218,623 14,000 SH   SOLE   14,000 0 0
PEPSICO INC COM 713448108   627,181 5,230 SH   SOLE   5,230 0 0
PFIZER INC COM 717081103   3,039,835 83,927 SH   SOLE   83,927 0 0
PROCTER AND GAMBLE CO COM 742718109   2,854,619 31,069 SH   SOLE   31,069 0 0
PVH CORPORATION COM 693656100   3,474,019 25,319 SH   SOLE   25,319 0 0
QUALCOMM INC COM 747525103   4,192,029 65,480 SH   SOLE   65,480 0 0
RALPH LAUREN CORP CL A 751212101   450,740 4,347 SH   SOLE   4,347 0 0
ROYAL GOLD INC COM 780287108   890,591 10,845 SH   SOLE   10,845 0 0
SEABRIDGE GOLD INC COM 811916105   102,428 9,000 SH   SOLE   9,000 0 0
SIBANYE STILLWATER SPONSORED ADR 825724206   5,312,983 1,052,076 SH   SOLE   1,052,076 0 0
SKECHERS U S A INC CL A 830566105   1,614,481 42,666 SH   SOLE   42,666 0 0
SSR MINING IN COM 784730103   403,478 45,700 SH   SOLE   45,700 0 0
STARBUCKS CORP COM 855244109   2,401,090 41,809 SH   SOLE   41,809 0 0
SUNCOR ENERGY INC NEW COM 867224107   368,067 10,000 SH   SOLE   10,000 0 0
TAHOE RES INC COM 873868103   324,140 67,400 SH   SOLE   67,400 0 0
TAPESTRY INC COM 876030107   1,067,137 24,127 SH   SOLE   24,127 0 0
TECK RESOURCES LTD CL B 878742204   1,932,072 73,700 SH   SOLE   73,700 0 0
TEMPUR SEALY INTL INC COM 88023U101   564,210 9,000 SH   SOLE   9,000 0 0
TESLA INC COM 88160R101   2,023,775 6,500 SH   SOLE   6,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,795,873 12,682 SH   SOLE   12,682 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   7,989,794 360,488 SH   SOLE   360,488 0 0
YAMANA GOLD INC COM 98462Y100   359,127 114,870 SH   SOLE   114,870 0 0