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
ABBOTT LABS COM 002824100   1,922,870 17,000 SH   SOLE   17,000 0 0
ABBVIE INC COM 00287Y109   2,398,949 13,500 SH   SOLE   13,500 0 0
ADOBE INC COM 00724F101   7,114,880 16,000 SH   SOLE   16,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   13,166,109 109,000 SH   SOLE   109,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   483,624 3,600 SH   SOLE   3,600 0 0
AGNICO EAGLE MINES LTD COM 008474108   14,360,539 183,478 SH   SOLE   183,478 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   3,331,496 180,500 SH   SOLE   180,500 0 0
ALPHABET INC CAP STK CL A 02079K305   14,197,499 75,000 SH   SOLE   75,000 0 0
AMAZON COM INC COM 023135106   9,214,380 42,000 SH   SOLE   42,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   1,123,148 9,022 SH   SOLE   9,022 0 0
AMGEN INC COM 031162100   5,681,951 21,800 SH   SOLE   21,800 0 0
ANALOG DEVICES INC COM 032654105   2,124,600 10,000 SH   SOLE   10,000 0 0
APA CORPORATION COM 03743Q108   277,080 12,000 SH   SOLE   12,000 0 0
APPLE INC COM 037833100   20,784,860 83,000 SH   SOLE   83,000 0 0
APPLIED MATLS INC COM 038222105   6,830,459 42,000 SH   SOLE   42,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   853,788 16,900 SH   SOLE   16,900 0 0
B2GOLD CORP COM 11777Q209   1,516,428 619,000 SH   SOLE   619,000 0 0
BARRICK GOLD CORP COM 067901108   12,181,215 785,221 SH   SOLE   785,221 0 0
BAXTER INTL INC COM 071813109   233,280 8,000 SH   SOLE   8,000 0 0
BECTON DICKINSON & CO COM 075887109   1,701,525 7,500 SH   SOLE   7,500 0 0
BHP GROUP LTD SPONSORED ADS 088606108   4,067,929 83,308 SH   SOLE   83,308 0 0
BIOGEN INC COM 09062X103   1,192,776 7,800 SH   SOLE   7,800 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   788,760 12,000 SH   SOLE   12,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   893,200 10,000 SH   SOLE   10,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   904,960 16,000 SH   SOLE   16,000 0 0
BROADCOM INC COM 11135F101   10,896,480 47,000 SH   SOLE   47,000 0 0
BROWN FORMAN CORP CL B 115637209   341,819 9,000 SH   SOLE   9,000 0 0
CANADIAN NAT RES LTD COM 136385101   2,452,429 79,400 SH   SOLE   79,400 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   526,499 25,000 SH   SOLE   25,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   2,242,800 90,000 SH   SOLE   90,000 0 0
CENOVUS ENERGY INC COM 15135U109   841,664 55,500 SH   SOLE   55,500 0 0
CENTERRA GOLD INC COM 152006102   825,486 145,000 SH   SOLE   145,000 0 0
CF INDS HLDGS INC COM 125269100   486,324 5,700 SH   SOLE   5,700 0 0
CHEVRON CORP NEW COM 166764100   7,658,125 52,873 SH   SOLE   52,873 0 0
CISCO SYS INC COM 17275R102   1,776,000 30,000 SH   SOLE   30,000 0 0
CLEAN HARBORS INC COM 184496107   3,452,099 15,000 SH   SOLE   15,000 0 0
COEUR MNG INC COM NEW 192108504   1,086,800 190,000 SH   SOLE   190,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104   1,404,771 121,942 SH   SOLE   121,942 0 0
CONOCOPHILLIPS COM 20825C104   4,176,941 42,119 SH   SOLE   42,119 0 0
CORTEVA INC COM 22052L104   1,281,486 22,498 SH   SOLE   22,498 0 0
COSTCO WHSL CORP NEW COM 22160K105   3,665,080 4,000 SH   SOLE   4,000 0 0
COTERRA ENERGY INC COM 127097103   612,959 24,000 SH   SOLE   24,000 0 0
CVS HEALTH CORP COM 126650100   2,033,516 45,300 SH   SOLE   45,300 0 0
DANAHER CORPORATION COM 235851102   2,410,274 10,500 SH   SOLE   10,500 0 0
DEVON ENERGY CORP NEW COM 25179M103   741,694 22,661 SH   SOLE   22,661 0 0
DEXCOM INC COM 252131107   3,732,960 48,000 SH   SOLE   48,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109   901,065 5,500 SH   SOLE   5,500 0 0
DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207   37,703,400 420,000 SH   SOLE   0 0 420,000
DRDGOLD LIMITED SPON ADR REPSTG 26152H301   438,524 50,814 SH   SOLE   50,814 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   592,239 8,000 SH   SOLE   8,000 0 0
ELDORADO GOLD CORP NEW COM 284902509   1,279,660 86,000 SH   SOLE   86,000 0 0
ELECTRONIC ARTS INC COM 285512109   1,463,000 10,000 SH   SOLE   10,000 0 0
ELEVANCE HEALTH INC COM 036752103   1,770,719 4,800 SH   SOLE   4,800 0 0
ELI LILLY & CO COM 532457108   5,789,999 7,500 SH   SOLE   7,500 0 0
EOG RES INC COM 26875P101   2,120,633 17,300 SH   SOLE   17,300 0 0
EQT CORP COM 26884L109   677,816 14,700 SH   SOLE   14,700 0 0
EQUINOX GOLD CORP COM 29446Y502   941,686 186,887 SH   SOLE   186,887 0 0
EXXON MOBIL CORP COM 30231G102   9,189,920 85,432 SH   SOLE   85,432 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103   723,005 131,500 SH   SOLE   131,500 0 0
FORTUNA MNG CORP COM NEW 349942102   662,912 154,377 SH   SOLE   154,377 0 0
FRANCO NEV CORP COM 351858105   7,131,826 60,664 SH   SOLE   60,664 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,907,808 50,100 SH   SOLE   50,100 0 0
GILEAD SCIENCES INC COM 375558103   554,219 6,000 SH   SOLE   6,000 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106   5,345,947 404,996 SH   SOLE   404,996 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300   2,452,326 298,700 SH   SOLE   298,700 0 0
HECLA MNG CO COM 422704106   1,450,904 295,500 SH   SOLE   295,500 0 0
HESS CORP COM 42809H107   1,209,725 9,095 SH   SOLE   9,095 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   3,707,399 15,000 SH   SOLE   15,000 0 0
HUMANA INC COM 444859102   887,984 3,500 SH   SOLE   3,500 0 0
IAMGOLD CORP COM 450913108   1,241,048 240,000 SH   SOLE   240,000 0 0
IDEXX LABS INC COM 45168D104   1,157,632 2,800 SH   SOLE   2,800 0 0
ILLUMINA INC COM 452327109   200,444 1,500 SH   SOLE   1,500 0 0
INTEL CORP COM 458140100   1,864,650 93,000 SH   SOLE   93,000 0 0
INTUIT COM 461202103   2,199,750 3,500 SH   SOLE   3,500 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   1,565,879 3,000 SH   SOLE   3,000 0 0
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649   46,298,999 220,000 SH   SOLE   0 0 220,000
IQVIA HLDGS INC COM 46266C105   491,274 2,500 SH   SOLE   2,500 0 0
ISHARES INC MSCI WORLD ETF 464286392   3,856,400 24,800 SH   SOLE   0 0 24,800
ISHARES INC CORE MSCI EMKT 46434G103   3,290,538 63,013 SH   SOLE   0 0 63,013
ISHARES TR CORE S&P500 ETF 464287200   206,350,589 350,531 SH   SOLE   0 0 350,531
ISHARES TR RUSSELL 2000 ETF 464287655   5,965,920 27,000 SH   SOLE   0 0 27,000
ISHARES TR MSCI EMG MKT ETF 464287234   4,696,929 112,313 SH   SOLE   0 0 112,313
ISHARES TR CORE S&P SCP ETF 464287804   4,584,142 39,786 SH   SOLE   0 0 39,786
JOHNSON & JOHNSON COM 478160104   3,470,879 24,000 SH   SOLE   24,000 0 0
KINROSS GOLD CORP COM 496902404   5,398,219 581,006 SH   SOLE   581,006 0 0
KLA CORP COM NEW 482480100   5,356,020 8,500 SH   SOLE   8,500 0 0
LAM RESEARCH CORP COM 512807306   7,223,000 100,000 SH   SOLE   100,000 0 0
LAS VEGAS SANDS CORP COM 517834107   1,489,440 29,000 SH   SOLE   29,000 0 0
LAUDER ESTEE COS INC CL A 518439104   1,387,130 18,500 SH   SOLE   18,500 0 0
LULULEMON ATHLETICA INC COM 550021109   1,912,050 5,000 SH   SOLE   5,000 0 0
MAG SILVER CORP COM 55903Q104   651,312 47,918 SH   SOLE   47,918 0 0
MARRIOTT INTL INC NEW CL A 571903202   3,709,901 13,300 SH   SOLE   13,300 0 0
MERCADOLIBRE INC COM 58733R102   5,101,320 3,000 SH   SOLE   3,000 0 0
MERCK & CO INC COM 58933Y105   4,245,408 42,676 SH   SOLE   42,676 0 0
META PLATFORMS INC CL A 30303M102   6,440,609 11,000 SH   SOLE   11,000 0 0
MICRON TECHNOLOGY INC COM 595112103   6,059,520 72,000 SH   SOLE   72,000 0 0
MICROSOFT CORP COM 594918104   28,240,500 67,000 SH   SOLE   67,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   1,792,800 90,000 SH   SOLE   90,000 0 0
MODERNA INC COM 60770K107   249,479 6,000 SH   SOLE   6,000 0 0
MOSAIC CO NEW COM 61945C103   270,380 11,000 SH   SOLE   11,000 0 0
NETFLIX INC COM 64110L106   1,782,640 2,000 SH   SOLE   2,000 0 0
NEW GOLD INC CDA COM 644535106   874,482 350,000 SH   SOLE   350,000 0 0
NEWMONT CORP COM 651639106   14,063,688 377,853 SH   SOLE   377,853 0 0
NEXGEN ENERGY LTD COM 65340P106   574,005 87,000 SH   SOLE   87,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   900,550 35,000 SH   SOLE   35,000 0 0
NUCOR CORP COM 670346105   1,064,395 9,120 SH   SOLE   9,120 0 0
NUTRIEN LTD COM 67077M108   711,578 15,896 SH   SOLE   15,896 0 0
NVIDIA CORPORATION COM 67066G104   21,217,819 158,000 SH   SOLE   158,000 0 0
OCCIDENTAL PETE CORP COM 674599105   1,143,841 23,150 SH   SOLE   23,150 0 0
ON SEMICONDUCTOR CORP COM 682189105   3,783,000 60,000 SH   SOLE   60,000 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101   1,409,426 77,800 SH   SOLE   77,800 0 0
OVINTIV INC COM 69047Q102   344,250 8,500 SH   SOLE   8,500 0 0
PALO ALTO NETWORKS INC COM 697435105   1,455,680 8,000 SH   SOLE   8,000 0 0
PAN AMERICAN SILVER CORP COM 697900108   3,365,011 166,266 SH   SOLE   166,266 0 0
PAYPAL HLDGS INC COM 70450Y103   2,560,500 30,000 SH   SOLE   30,000 0 0
PFIZER INC COM 717081103   2,095,869 79,000 SH   SOLE   79,000 0 0
PVH CORPORATION COM 693656100   264,375 2,500 SH   SOLE   2,500 0 0
QUALCOMM INC COM 747525103   6,759,280 44,000 SH   SOLE   44,000 0 0
RALPH LAUREN CORP CL A 751212101   923,920 4,000 SH   SOLE   4,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107   7,693,164 10,800 SH   SOLE   10,800 0 0
RELIANCE INC COM 759509102   663,456 2,464 SH   SOLE   2,464 0 0
REPUBLIC SVCS INC COM 760759100   2,363,261 11,747 SH   SOLE   11,747 0 0
RH COM 74967X103   590,384 1,500 SH   SOLE   1,500 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   478,800 36,000 SH   SOLE   36,000 0 0
ROYAL GOLD INC COM 780287108   3,744,540 28,400 SH   SOLE   28,400 0 0
SANDSTORM GOLD LTD COM NEW 80013R206   1,177,308 210,400 SH   SOLE   210,400 0 0
SIGNET JEWELERS LIMITED SHS G81276100   564,969 7,000 SH   SOLE   7,000 0 0
SILVERCREST METALS INC COM 828363101   640,203 70,166 SH   SOLE   70,166 0 0
SNOWFLAKE INC CL A 833445109   2,007,330 13,000 SH   SOLE   13,000 0 0
SSR MINING IN COM 784730103   678,682 97,128 SH   SOLE   97,128 0 0
STEEL DYNAMICS INC COM 858119100   570,349 5,000 SH   SOLE   5,000 0 0
STRYKER CORPORATION COM 863667101   1,080,149 3,000 SH   SOLE   3,000 0 0
SUNCOR ENERGY INC NEW COM 867224107   1,499,822 42,000 SH   SOLE   42,000 0 0
TAPESTRY INC COM 876030107   1,110,609 17,000 SH   SOLE   17,000 0 0
TECK RESOURCES LTD CL B 878742204   499,873 12,324 SH   SOLE   12,324 0 0
TELADOC HEALTH INC COM 87918A105   227,250 25,000 SH   SOLE   25,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   566,900 10,000 SH   SOLE   10,000 0 0
TESLA INC COM 88160R101   10,822,911 26,800 SH   SOLE   26,800 0 0
TEXAS INSTRS INC COM 882508104   3,750,199 20,000 SH   SOLE   20,000 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102   696,754 630 SH   SOLE   630 0 0
THE CIGNA GROUP COM 125523100   3,092,768 11,200 SH   SOLE   11,200 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   2,393,058 4,600 SH   SOLE   4,600 0 0
TOLL BROTHERS INC COM 889478103   1,070,575 8,500 SH   SOLE   8,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102   6,115,341 12,089 SH   SOLE   12,089 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   24,277,700 45,058 SH   SOLE   0 0 45,058
VEEVA SYS INC CL A COM 922475108   336,400 1,600 SH   SOLE   1,600 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   3,060,519 7,600 SH   SOLE   7,600 0 0
VIKING THERAPEUTICS INC COM 92686J106   603,600 15,000 SH   SOLE   15,000 0 0
WASTE CONNECTIONS INC COM 94106B101   1,964,768 11,448 SH   SOLE   11,448 0 0
WASTE MGMT INC DEL COM 94106L109   1,293,877 6,412 SH   SOLE   6,412 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   11,678,330 207,391 SH   SOLE   207,391 0 0
WILLIAMS SONOMA INC COM 969904101   1,111,080 6,000 SH   SOLE   6,000 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   1,029,600 66,000 SH   SOLE   66,000 0 0
WYNN RESORTS LTD COM 983134107   947,760 11,000 SH   SOLE   11,000 0 0
XYLEM INC COM 98419M100   1,160,200 10,000 SH   SOLE   10,000 0 0
ZOETIS INC CL A 98978V103   977,580 6,000 SH   SOLE   6,000 0 0