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
Aldeyra Therapeutics Inc COM 01438T106   20,253,192 3,031,915 SH   SOLE   3,031,915 0 0
Amylyx COM NEW 03237H101   453,575 24,772 SH   SOLE   24,772 0 0
Altria Group Inc COM 02209S103   954,535 22,700 SH   SOLE   22,700 0 0
Applied Therapeutics Inc COM 03828A101   12,853,599 5,162,088 SH   SOLE   5,162,088 0 0
Avadel Pharmaceuticals Plc SPONSORED ADR 05337M104   6,180,000 600,000 SH   SOLE   600,000 0 0
HOOKIPA PHARMA COM 43906K100   3,398,709 5,517,385 SH   SOLE   5,517,385 0 0
Verona Pharma SPONSORED ADS 925050106   3,260,000 200,000 SH   SOLE   200,000 0 0
Biohaven Pharmactl Hldg Co L COM G11196105   12,755,876 490,422 SH   SOLE   490,422 0 0
BioXcell COM 09075P105   151,800 60,000 SH   SOLE   60,000 0 0
Booz Allen Hamilton HLDG COR CL A 099502106   1,420,510 13,000 SH   SOLE   13,000 0 0
CVS Health Corp COM 126650100   1,012,390 14,500 SH   SOLE   14,500 0 0
Entera Bio Ltd SHS M40527109   1,801,099 2,484,275 SH   SOLE   2,484,275 0 0
Lockheed Martin Corp COM 539830109   879,264 2,150 SH   SOLE   2,150 0 0
Orgenesis, Inc. COM 68619K105   393,537 634,738 SH   SOLE   634,738 0 0
Ocular Therapeutix Inc. COM 67576A100   1,256 400 SH   SOLE   400 0 0
Ocuphire Pharma Inc. COM 67577R102   335,000 100,000 SH   SOLE   100,000 0 0
Omega Therapeutics Inc. COM 68217N105   371,971 173,010 SH   SOLE   173,010 0 0
Thermo Fischer Scientific Inc COM 883556102   1,062,957 2,100 SH   SOLE   2,100 0 0
Visa COM CL A 92826C839   1,115,548 4,850 SH   SOLE   4,850 0 0
SEABRIDGE GOLD INC COM 811916105   2,601,598 246,597 SH   SOLE   246,597 0 0
Silvercrest Metals Inc CAD COM 828363101   1,808,100 410,000 SH   SOLE   410,000 0 0
Global X Silver Miners ETF 37954Y848 Global X Silver 37954Y848   2,143,830 89,700 SH   SOLE   89,700 0 0
Vaneck Gold Miners ETF Gold Miners ETF 92189F106   2,471,683 91,850 SH   SOLE   91,850 0 0
Vaneck Junior Gold Miners ETF Junior Hold Mine 92189F791   1,713,024 53,150 SH   SOLE   53,150 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101   732,000 400,000 SH   SOLE   235,000 0 0
Franco Nev Corp CAD COM 351858105   1,935,605 14,500 SH   SOLE   14,500 0 0
Northrop Grumman Corp COM 666807102   953,011 2,165 SH   SOLE   2,165 0 0
Agnico Eagle Mines Ltd COM 008474108   1,818,000 40,000 SH   SOLE   40,000 0 0
Alamos Gold Inc COM CL New 011532108   903,200 80,000 SH   SOLE   80,000 0 0
Equinox Gold Corp COM 29446Y502   1,780,529 420,929 SH   SOLE   420,929 0 0
First Majestic Silver Corp COM 32076V103   1,410,750 275,000 SH   SOLE   275,000 0 0
Kinross Gold Corp COM 496902404   2,006,400 440,000 SH   SOLE   440,000 0 0
Mag Silver Corp COM 55903Q104   1,659,200 160,000 SH   SOLE   160,000 0 0
New Pac Metals Corp COM 64782A107   233,027 131,654 SH   SOLE   131,654 0 0
Pan American Silver Corp COM 697900108   783,150 54,085 SH   SOLE   54,085 0 0
Royal Gold Inc. COM 780287108   802,791 7,550 SH   SOLE   7,550 0 0
Wheaton Precious Metals Corp COM 962879102   1,926,125 47,500 SH   SOLE   47,500 0 0