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
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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
ABBOTT LABS COM 002824100   2,814,799 20,000 SH   SOLE   20,000 0 0
ABBVIE INC COM 00287Y109   4,113,587 30,381 SH   SOLE   30,381 0 0
ACTIVISION BLIZZARD INC COM 00507V109   13,305,999 200,000 SH   SOLE   200,000 0 0
ADOBE INC COM 00724F101   9,810,138 17,300 SH   SOLE   17,300 0 0
ADVANCED MICRO DEVICES INC COM 007903107   10,073,000 70,000 SH   SOLE   70,000 0 0
AGNICO EAGLE MINES LTD COM 008474108   195,559 3,702 SH   SOLE   3,702 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   823,117 107,600 SH   SOLE   107,600 0 0
ALPHABET INC CAP STK CL A 02079K305   23,796,286 8,214 SH   SOLE   8,214 0 0
AMAZON COM INC COM 023135106   28,341,889 8,500 SH   SOLE   8,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   3,067,841 16,244 SH   SOLE   16,244 0 0
AMGEN INC COM 031162100   5,794,777 25,758 SH   SOLE   25,758 0 0
APPLE INC COM 037833100   23,084,099 130,000 SH   SOLE   130,000 0 0
B2GOLD CORP COM 11777Q209   3,378,912 863,000 SH   SOLE   863,000 0 0
BARRICK GOLD CORP COM 067901108   19,592,452 1,036,184 SH   SOLE   1,036,184 0 0
BECTON DICKINSON & CO COM 075887109   1,386,660 5,514 SH   SOLE   5,514 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   3,429,250 55,000 SH   SOLE   55,000 0 0
BROADCOM INC COM 11135F101   7,984,920 12,000 SH   SOLE   12,000 0 0
BUNGE LIMITED COM G16962105   316,490 3,390 SH   SOLE   3,390 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   908,740 14,000 SH   SOLE   14,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   2,011,999 100,000 SH   SOLE   100,000 0 0
CHEVRON CORP NEW COM 166764100   4,717,470 40,200 SH   SOLE   40,200 0 0
CLEAN HARBORS INC COM 184496107   3,363,645 33,714 SH   SOLE   33,714 0 0
CVS HEALTH CORP COM 126650100   1,650,560 16,000 SH   SOLE   16,000 0 0
DANAHER CORPORATION COM 235851102   3,993,852 12,139 SH   SOLE   12,139 0 0
DRDGOLD LIMITED SPON ADR REPSTG 26152H301   6,020,969 710,020 SH   SOLE   710,020 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   1,357,424 10,478 SH   SOLE   10,478 0 0
ELECTRONIC ARTS INC COM 285512109   11,870,999 90,000 SH   SOLE   90,000 0 0
ELEVANCE HEALTH INC COM 036752103   1,733,176 3,739 SH   SOLE   3,739 0 0
ELI LILLY & CO COM 532457108   6,622,926 23,977 SH   SOLE   23,977 0 0
EQUINOX GOLD CORP COM 29446Y502   4,794,402 712,400 SH   SOLE   712,400 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105   4,176,598 89,339 SH   SOLE   89,339 0 0
EXXON MOBIL CORP COM 30231G102   3,640,805 59,500 SH   SOLE   59,500 0 0
FARFETCH LTD ORD SH CL A 30744W107   1,002,900 30,000 SH   SOLE   30,000 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103   2,502,208 226,200 SH   SOLE   226,200 0 0
FRANCO NEV CORP COM 351858105   2,508,024 18,235 SH   SOLE   18,235 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,064,115 25,500 SH   SOLE   25,500 0 0
GILEAD SCIENCES INC COM 375558103   2,785,755 38,366 SH   SOLE   38,366 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106   5,890,640 536,000 SH   SOLE   536,000 0 0
HECLA MNG CO COM 422704106   2,655,414 508,700 SH   SOLE   508,700 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   4,211,730 27,000 SH   SOLE   27,000 0 0
HUDBAY MINERALS INC COM 443628102   8,920,690 1,238,700 SH   SOLE   1,238,700 0 0
ILLUMINA INC COM 452327109   1,247,843 3,280 SH   SOLE   3,280 0 0
INCYTE CORP COM 45337C102   1,468,000 20,000 SH   SOLE   20,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   2,448,629 6,815 SH   SOLE   6,815 0 0
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649   38,487,076 235,323 SH   SOLE   0 0 235,323
ISHARES INC MSCI WORLD ETF 464286392   6,129,996 45,300 SH   SOLE   0 0 45,300
ISHARES INC CORE MSCI EMKT 46434G103   4,430,897 74,021 SH   SOLE   0 0 74,021
ISHARES TR CORE S&P500 ETF 464287200   201,797,297 423,064 SH   SOLE   0 0 423,064
ISHARES TR MSCI EMG MKT ETF 464287234   21,933,698 449,001 SH   SOLE   0 0 449,001
JOHNSON & JOHNSON COM 478160104   8,809,420 51,496 SH   SOLE   51,496 0 0
KINROSS GOLD CORP COM 496902404   6,492,138 1,125,006 SH   SOLE   1,125,006 0 0
LAS VEGAS SANDS CORP COM 517834107   2,183,120 58,000 SH   SOLE   58,000 0 0
LAUDER ESTEE COS INC CL A 518439104   9,255,000 25,000 SH   SOLE   25,000 0 0
LULULEMON ATHLETICA INC COM 550021109   4,110,225 10,500 SH   SOLE   10,500 0 0
MAG SILVER CORP COM 55903Q104   5,413,654 347,241 SH   SOLE   347,241 0 0
MARRIOTT INTL INC NEW CL A 571903202   3,800,520 23,000 SH   SOLE   23,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   5,389,800 15,000 SH   SOLE   15,000 0 0
MERCK & CO INC COM 58933Y105   7,877,825 102,790 SH   SOLE   102,790 0 0
META PLATFORMS INC CL A 30303M102   18,499,250 55,000 SH   SOLE   55,000 0 0
MICRON TECHNOLOGY INC COM 595112103   13,972,500 150,000 SH   SOLE   150,000 0 0
MICROSOFT CORP COM 594918104   20,179,199 60,000 SH   SOLE   60,000 0 0
MODERNA INC COM 60770K107   805,370 3,171 SH   SOLE   3,171 0 0
NETFLIX INC COM 64110L106   11,444,552 18,997 SH   SOLE   18,997 0 0
NEWMONT CORP COM 651639106   7,910,713 127,551 SH   SOLE   127,551 0 0
NEXGEN ENERGY LTD COM 65340P106   1,669,496 383,300 SH   SOLE   383,300 0 0
NIKE INC CL B 654106103   6,666,800 40,000 SH   SOLE   40,000 0 0
NIO INC SPON ADS 62914V106   2,534,400 80,000 SH   SOLE   80,000 0 0
NVIDIA CORPORATION COM 67066G104   7,352,749 25,000 SH   SOLE   25,000 0 0
ORGANON & CO COMMON STOCK 68622V106   30,023 986 SH   SOLE   986 0 0
PAN AMERN SILVER CORP COM 697900108   14,887 600 SH   SOLE   600 0 0
PAYPAL HLDGS INC COM 70450Y103   14,520,659 77,000 SH   SOLE   77,000 0 0
PFIZER INC COM 717081103   7,486,713 126,786 SH   SOLE   126,786 0 0
PVH CORPORATION COM 693656100   2,239,650 21,000 SH   SOLE   21,000 0 0
QUALCOMM INC COM 747525103   7,314,800 40,000 SH   SOLE   40,000 0 0
RALPH LAUREN CORP CL A 751212101   950,880 8,000 SH   SOLE   8,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107   1,447,443 2,292 SH   SOLE   2,292 0 0
REPUBLIC SVCS INC COM 760759100   3,058,835 21,935 SH   SOLE   21,935 0 0
SALESFORCE INC COM 79466L302   10,165,200 40,000 SH   SOLE   40,000 0 0
SEABRIDGE GOLD INC COM 811916105   279,339 17,000 SH   SOLE   17,000 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   10,984,814 875,982 SH   SOLE   875,982 0 0
SILVERCREST METALS INC COM 828363101   7,932,520 1,008,961 SH   SOLE   1,008,961 0 0
SSR MINING IN COM 784730103   12,357,779 702,020 SH   SOLE   702,020 0 0
STRYKER CORPORATION COM 863667101   1,346,192 5,034 SH   SOLE   5,034 0 0
SUNCOR ENERGY INC NEW COM 867224107   4,752,738 191,000 SH   SOLE   191,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   12,440,400 70,000 SH   SOLE   70,000 0 0
TAPESTRY INC COM 876030107   1,827,000 45,000 SH   SOLE   45,000 0 0
TECK RESOURCES LTD CL B 878742204   6,422,115 224,224 SH   SOLE   224,224 0 0
TEMPUR SEALY INTL INC COM 88023U101   1,975,260 42,000 SH   SOLE   42,000 0 0
TESLA INC COM 88160R101   15,323,310 14,500 SH   SOLE   14,500 0 0
THE CIGNA GROUP COM 125523100   1,453,328 6,329 SH   SOLE   6,329 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   6,575,650 9,855 SH   SOLE   9,855 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   1,646,399 60,000 SH   SOLE   60,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   8,534,371 16,996 SH   SOLE   16,996 0 0
VALE S A SPONSORED ADS 91912E105   771,100 55,000 SH   SOLE   55,000 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   18,863,316 43,208 SH   SOLE   0 0 43,208
VERTEX PHARMACEUTICALS INC COM 92532F100   1,537,200 7,000 SH   SOLE   7,000 0 0
VIATRIS INC COM 92556V106   1,352,999 100,000 SH   SOLE   100,000 0 0
VISA INC COM CL A 92826C839   16,469,959 76,000 SH   SOLE   76,000 0 0
WASTE CONNECTIONS INC COM 94106B101   2,312,347 17,060 SH   SOLE   17,060 0 0
WASTE MGMT INC DEL COM 94106L109   3,270,906 19,598 SH   SOLE   19,598 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   16,041,137 375,888 SH   SOLE   375,888 0 0
WYNN RESORTS LTD COM 983134107   2,126,000 25,000 SH   SOLE   25,000 0 0
XYLEM INC COM 98419M100   2,743,889 22,881 SH   SOLE   22,881 0 0
YAMANA GOLD INC COM 98462Y100   6,267,205 1,498,392 SH   SOLE   1,498,392 0 0
ZOETIS INC CL A 98978V103   1,730,660 7,092 SH   SOLE   7,092 0 0