AGNICO EAGLE MINES LTD COM 008474108 14173 539300 SH SOLE 539300 0 0 ALAMOS GOLD INC COM 011532108 1973 600000 SH SOLE 600000 0 0 ASANKO GOLD INC COM 04341Y105 1431 975000 SH SOLE 975000 0 0 B2GOLD CORP COM 11777Q209 1613 1594338 SH SOLE 1594338 0 0 BARRICK GOLD CORP COM 067901108 10148 1375000 SH SOLE 1375000 0 0 COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR 204448104 3420 799000 SH SOLE 799000 0 0 DOMINION DIAMOND CORP COM 257287102 512 50000 SH SOLE 50000 0 0 ELDORADO GOLD CORP COM 284902103 1931 650000 SH SOLE 650000 0 0 ETFS PALLADIUM TRUST SH BEN INT 26923A106 3792 70000 SH SOLE 70000 0 0 ETFS PLATINUM TRUST SH BEN INT 26922V101 1931 22500 SH SOLE 22500 0 0 FRANCO NEVADA CORP COM 351858105 8464 185000 SH SOLE 185000 0 0 FREEPORT-MCMORAN INC CL B 35671D857 1456 215000 SH SOLE 215000 0 0 GOLDCORP INC COM 380956409 10779 932400 SH SOLE 932400 0 0 KINROSS GOLD CORP COM NO PAR 496902404 1820 1000000 SH SOLE 1000000 0 0 NEW GOLD INC COM 644535106 1392 600000 SH SOLE 600000 0 0 NEWMONT MINING CORP COM 651639106 12510 695368 SH SOLE 695368 0 0 PRIMERO MINING CORP COM 74164W106 456 200000 SH SOLE 200000 0 0 RANDGOLD RESOURCES LTD ADR 752344309 18399 297100 SH SOLE 297100 0 0 ROYAL GOLD INC COM 780287108 7659 210000 SH SOLE 210000 0 0 STILLWATER MINING CO COM 86074Q102 1286 150000 SH SOLE 150000 0 0 TAHOE RESOURCES INC COM 873868103 6127 708200 SH SOLE 708200 0 0