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
ADOBE SYSTEMS INCORPORATED COM 00724F101   1,611 2,900 SH   SOLE   2,900 0 0
AGNICO EAGLE MINES LTD COM 008474108   21,238 324,733 SH   SOLE   324,733 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   79 1,100 SH   SOLE   1,100 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   104 1,375 SH   SOLE   1,375 0 0
ALPHABET INC CAP STK CL A 02079K305   9,217 50,600 SH   SOLE   50,600 0 0
A-MARK PRECIOUS METALS INC COM 00181T107   181 5,600 SH   SOLE   5,600 0 0
AMAZON COM INC COM 023135106   24,680 127,710 SH   SOLE   127,710 0 0
APPLE INC COM 037833100   11,721 55,650 SH   SOLE   55,650 0 0
ARCH CAP GROUP LTD ORD G0450A105   2,222 22,025 SH   SOLE   22,025 0 0
ARISTA NETWORKS INC COM 040413106   350 1,000 SH   SOLE   1,000 0 0
ARK 21SHARES BITCOIN ETF SHS BEN INT 040919102   1,799 30,000 SH   SOLE   30,000 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   185 1,300 SH   SOLE   1,300 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   571 10,000 SH   SOLE   10,000 0 0
CASEYS GEN STORES INC COM 147528103   763 2,000 SH   SOLE   2,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   3,671 22,250 SH   SOLE   22,250 0 0
CHUBB LIMITED COM H1467J104   2,462 9,650 SH   SOLE   9,650 0 0
COGNEX CORP COM 192422103   561 12,000 SH   SOLE   12,000 0 0
COHERENT CORP COM 19247G107   833 11,500 SH   SOLE   11,500 0 0
CONSTELLATION ENERGY CORP COM 21037T109   300 1,500 SH   SOLE   1,500 0 0
COSTCO WHSL CORP NEW COM 22160K105   178 210 SH   SOLE   210 0 0
COUPANG INC CL A 22266T109   70 3,339 SH   SOLE   3,339 0 0
COUSINS PPTYS INC COM NEW 222795502   3,896 168,300 SH   SOLE   168,300 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   639 20,000 SH   SOLE   20,000 0 0
DONALDSON INC COM 257651109   111 1,545 SH   SOLE   1,545 0 0
LILLY ELI & CO COM 532457108   1,584 1,750 SH   SOLE   1,750 0 0
EOG RES INC COM 26875P101   2,398 19,050 SH   SOLE   19,050 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108   227 5,000 SH   SOLE   5,000 0 0
EVERCORE INC CLASS A 29977A105   688 3,300 SH   SOLE   3,300 0 0
EXXON MOBIL CORP COM 30231G102   4,893 42,500 SH   SOLE   42,500 0 0
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   787 15,000 SH   SOLE   15,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   243 5,000 SH   SOLE   5,000 0 0
GEO GROUP INC NEW COM 36162J106   359 25,000 SH   SOLE   25,000 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   79 2,716 SH   SOLE   2,716 0 0
HIMS & HERS HEALTH INC COM CL A 433000106   606 30,000 SH   SOLE   30,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104   1,807 100,500 SH   SOLE   100,500 0 0
IDEXX LABS INC COM 45168D104   83 170 SH   SOLE   170 0 0
INFORMATICA INC COM CL A 45674M101   309 10,000 SH   SOLE   10,000 0 0
ISHARES BITCOIN TR SHS 46438F101   819 24,000 SH   SOLE   24,000 0 0
ISHARES GOLD TR ISHARES NEW 464285204   1,206 27,450 SH   SOLE   27,450 0 0
KINDER MORGAN INC DEL COM 49456B101   9,170 461,500 SH   SOLE   461,500 0 0
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303   2,682 106,414 SH   SOLE   106,414 0 0
KRANESHARES TR GLOBAL CARB STRA 500767678   81 2,500 SH   SOLE   2,500 0 0
LANTHEUS HLDGS INC COM 516544103   47 590 SH   SOLE   590 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   105 7,000 SH   SOLE   7,000 0 0
LULULEMON ATHLETICA INC COM 550021109   90 300 SH   SOLE   300 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106   113 7,000 SH   SOLE   7,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   727 10,400 SH   SOLE   10,400 0 0
MCKESSON CORP COM 58155Q103   161 275 SH   SOLE   275 0 0
MERCK & CO INC COM 58933Y105   191 1,545 SH   SOLE   1,545 0 0
MICRON TECHNOLOGY INC COM 595112103   263 2,000 SH   SOLE   2,000 0 0
MICROSOFT CORP COM 594918104   19,521 43,675 SH   SOLE   43,675 0 0
MUELLER INDS INC COM 624756102   72 1,265 SH   SOLE   1,265 0 0
NIKE INC CL B 654106103   321 4,257 SH   SOLE   4,257 0 0
NNN REIT INC COM 637417106   3,319 77,900 SH   SOLE   77,900 0 0
NOVO-NORDISK A S ADR 670100205   928 6,500 SH   SOLE   6,500 0 0
OCCIDENTAL PETE CORP COM 674599105   3,322 52,700 SH   SOLE   52,700 0 0
OSHKOSH CORP COM 688239201   4,954 45,785 SH   SOLE   45,785 0 0
PHILLIPS 66 COM 718546104   10,941 77,500 SH   SOLE   77,500 0 0
PIPER SANDLER COMPANIES COM 724078100   714 3,100 SH   SOLE   3,100 0 0
PRIMORIS SVCS CORP COM 74164F103   1,121 22,470 SH   SOLE   22,470 0 0
PROSHARES TR BITCOIN STRATE 74347G440   405 18,000 SH   SOLE   18,000 0 0
PROSHARES TR II ULTRASHORT YEN N 74347W569   6,294 66,175 SH   SOLE   66,175 0 0
SAREPTA THERAPEUTICS INC COM 803607100   43 275 SH   SOLE   275 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   283 3,500 SH   SOLE   3,500 0 0
SKECHERS U S A INC CL A 830566105   86 1,240 SH   SOLE   1,240 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102   561 16,000 SH   SOLE   16,000 0 0
STRATEGIC ED INC COM 86272C103   141 1,270 SH   SOLE   1,270 0 0
SUPER MICRO COMPUTER INC COM 86800U104   737 900 SH   SOLE   900 0 0
SWEETGREEN INC COM CL A 87043Q108   241 8,000 SH   SOLE   8,000 0 0
PRICE T ROWE GROUP INC COM 74144T108   1,698 14,725 SH   SOLE   14,725 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   834 4,800 SH   SOLE   4,800 0 0
TECK RESOURCES LTD CL B 878742204   192 4,000 SH   SOLE   4,000 0 0
TETRA TECH INC NEW COM 88162G103   757 3,700 SH   SOLE   3,700 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104   865 55,000 SH   SOLE   55,000 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   107 400 SH   SOLE   400 0 0
VERALTO CORP COM SHS 92338C103   668 7,000 SH   SOLE   7,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   3,864 8,243 SH   SOLE   8,243 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   450 5,200 SH   SOLE   5,200 0 0
DISNEY WALT CO COM 254687106   174 1,749 SH   SOLE   1,749 0 0
WISDOMTREE TR JP SMALLCP DIV 97717W836   1,844 24,550 SH   SOLE   24,550 0 0
WOODWARD INC COM 980745103   663 3,800 SH   SOLE   3,800 0 0