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
AbbVie Inc Common 00287Y109   3,918,312 20,000 SH   SOLE   20,000 0 0
Agnico Eagle Mines Ltd Common 008474108   17,462,833 160,283 SH   SOLE   160,283 0 0
Alamos Gold Inc Common 011532108   2,189,418 81,240 SH   SOLE   81,240 0 0
Alibaba Group Holding Ltd Common 01609W102   456,740 4,304 SH   SOLE   4,304 0 0
Amplify Junior Silver Miners ETF ETP 032108649   688,326 53,400 SH   SOLE   53,400 0 0
Apple Inc Common 037833100   11,080,476 47,608 SH   SOLE   47,608 0 0
ArcelorMittal SA Common 03938L203   111,009 4,269 SH   SOLE   4,269 0 0
Arch Capital Group Ltd Common G0450A105   1,988,108 17,770 SH   SOLE   17,770 0 0
Ascendis Pharma A/S Common 04351P101   149,907 1,004 SH   SOLE   1,004 0 0
ASE Technology Holding Co Ltd Common 00215W100   166,896 17,100 SH   SOLE   17,100 0 0
ASML Holding NV Common N07059210   134,674 162 SH   SOLE   162 0 0
AT&T Inc Common 00206R102   3,004,966 138,340 SH   SOLE   138,340 0 0
Baidu Inc Common 056752108   322,714 3,065 SH   SOLE   3,065 0 0
Banco Bilbao Vizcaya Argentaria SA Common 05946K101   321,358 30,563 SH   SOLE   30,563 0 0
Banco Bradesco SA Common 059460303   229,066 87,500 SH   SOLE   87,500 0 0
Banco Macro SA Common 05961W105   506,159 7,971 SH   SOLE   7,971 0 0
Banco Santander SA Common 05964H105   148,067 29,693 SH   SOLE   29,693 0 0
Bancolombia SA Common 05968L102   129,097 4,114 SH   SOLE   4,114 0 0
Bank of America Corp Common 060505104   2,408,576 60,700 SH   SOLE   60,700 0 0
Bank of Nova Scotia/The Common 064149107   473,169 6,515 SH   SOLE   6,515 0 0
Barclays PLC Common 06738E204   191,545 15,765 SH   SOLE   15,765 0 0
Bilibili Inc Common 090040106   390,446 16,700 SH   SOLE   16,700 0 0
BioNTech SE Common 09075V102   268,420 2,260 SH   SOLE   2,260 0 0
BP PLC Common 055622104   106,579 3,450 SH   SOLE   3,450 0 0
BRF SA Common 10552T107   188,242 43,076 SH   SOLE   43,076 0 0
Broadcom Inc Common 11135F101   13,315,965 77,194 SH   SOLE   77,194 0 0
BWX Technologies Inc Common 05605H100   4,737,472 43,583 SH   SOLE   43,583 0 0
Campbell Soup Co Common 134429109   2,414,469 49,740 SH   SOLE   49,740 0 0
Canadian Imperial Bank of Commerce Common 136069101   18,961,918 228,567 SH   SOLE   228,567 0 0
Canadian Pacific Kansas City Ltd Common 13646K108   373,614 3,230 SH   SOLE   3,230 0 0
Centrais Eletricas Brasileiras SA Common 15234Q207   103,570 14,325 SH   SOLE   14,325 0 0
Cia de Saneamento Basico do Estado de Sao Paulo SABESP Common 20441A102   200,134 12,100 SH   SOLE   12,100 0 0
Cia Paranaense de Energia - Copel Common 20441B605   191,026 26,100 SH   SOLE   26,100 0 0
Cia Siderurgica Nacional SA Common 20440W105   273,079 114,259 SH   SOLE   114,259 0 0
Coca-Cola Femsa SAB de CV Common 191241108   193,497 2,200 SH   SOLE   2,200 0 0
Cosan SA Common 22113B103   185,464 19,400 SH   SOLE   19,400 0 0
Costco Wholesale Corp Common 22160K105   11,996,411 13,550 SH   SOLE   13,550 0 0
Crane Co Common 224408104   1,827,343 11,545 SH   SOLE   11,545 0 0
Criteo SA Common 226718104   195,888 4,868 SH   SOLE   4,868 0 0
Dada Nexus Ltd Common 23344D108   187,720 98,800 SH   SOLE   98,800 0 0
Daqo New Energy Corp Common 23703Q203   156,849 7,700 SH   SOLE   7,700 0 0
Eli Lilly & Co Common 532457108   12,661,854 14,292 SH   SOLE   14,292 0 0
Embraer SA Common 29082A107   1,973,646 55,800 SH   SOLE   55,800 0 0
Enbridge Inc Common 29250N105   4,752,530 86,504 SH   SOLE   86,504 0 0
Endava PLC Common 29260V105   150,686 5,900 SH   SOLE   5,900 0 0
Enel Chile SA Common 29278D105   101,283 36,302 SH   SOLE   36,302 0 0
Eni SpA Common 26874R108   110,722 3,653 SH   SOLE   3,653 0 0
Ferrari NV Common N3167Y103   1,043,174 2,219 SH   SOLE   2,219 0 0
First Trust Industrials/Producer Durables AlphaDEX Fund ETP 33734X150   659,112 8,700 SH   SOLE   8,700 0 0
First Trust Rising Dividend Achievers ETF ETP 33738R506   735,388 12,420 SH   SOLE   12,420 0 0
First Trust SMID Cap Rising Dividend Achievers ETF ETP 33741X102   669,392 18,400 SH   SOLE   18,400 0 0
First Trust Water ETF ETP 33733B100   502,918 4,600 SH   SOLE   4,600 0 0
Freeport-McMoRan Inc Common 35671D857   1,254,121 25,200 SH   SOLE   25,200 0 0
Full Truck Alliance Co Ltd Common 35969L108   373,167 41,417 SH   SOLE   41,417 0 0
Futu Holdings Ltd Common 36118L106   220,760 2,308 SH   SOLE   2,308 0 0
Galapagos NV Common 36315X101   308,542 10,717 SH   SOLE   10,717 0 0
GDS Holdings Ltd Common 36165L108   607,920 29,800 SH   SOLE   29,800 0 0
General Dynamics Corp Common 369550108   7,258,325 24,134 SH   SOLE   24,134 0 0
General Electric Co Common 369604301   11,551,468 61,255 SH   SOLE   61,255 0 0
Global X Copper Miners ETF ETP 37954Y830   865,041 18,300 SH   SOLE   18,300 0 0
Global X MSCI Argentina ETF ETP 37950E259   550,290 8,300 SH   SOLE   8,300 0 0
Global X Uranium ETF ETP 37954Y871   514,980 18,000 SH   SOLE   18,000 0 0
Global X US Infrastructure Development ETF ETP 37954Y673   718,242 17,450 SH   SOLE   17,450 0 0
Gold Fields Ltd Common 38059T106   278,541 18,146 SH   SOLE   18,146 0 0
Goldman Sachs Group Inc/The Common 38141G104   3,981,675 8,042 SH   SOLE   8,042 0 0
Grupo Financiero Galicia SA Common 399909100   571,751 13,584 SH   SOLE   13,584 0 0
Grupo Televisa SAB Common 40049J206   154,880 60,500 SH   SOLE   60,500 0 0
GSK PLC Common 37733W204   135,844 3,323 SH   SOLE   3,323 0 0
Harmony Gold Mining Co Ltd Common 413216900   402,797 39,819 SH   SOLE   39,819 0 0
Hello Group Inc Common 423403104   389,662 51,204 SH   SOLE   51,204 0 0
Himax Technologies Inc Common 43289P106   199,650 36,300 SH   SOLE   36,300 0 0
Howmet Aerospace Inc Common 443201108   5,305,422 52,960 SH   SOLE   52,960 0 0
HSBC Holdings PLC Common 404280406   137,716 3,080 SH   SOLE   3,080 0 0
Imperial Oil Ltd Common 453038408   14,112,172 148,315 SH   SOLE   148,315 0 0
InterContinental Hotels Group PLC Common 45857P806   148,941 1,348 SH   SOLE   1,348 0 0
International Business Machines Corp Common 459200101   5,624,170 25,640 SH   SOLE   25,640 0 0
Invesco Aerospace & Defense ETF ETP 46137V100   812,838 7,070 SH   SOLE   7,070 0 0
Invesco BuyBack Achievers ETF ETP 46137V308   400,820 3,500 SH   SOLE   3,500 0 0
Invesco S&P MidCap Momentum ET ETP 46137V464   734,013 6,100 SH   SOLE   6,100 0 0
iQIYI Inc Common 46267X108   127,270 44,500 SH   SOLE   44,500 0 0
iShares Bitcoin Trust ETF ETP 46438F101   1,185,064 32,800 SH   SOLE   32,800 0 0
iShares MSCI Japan ETF ETP 46434G822   706,100 9,870 SH   SOLE   9,870 0 0
James Hardie Industries PLC Common 47030M106   130,568 3,252 SH   SOLE   3,252 0 0
JD.com Inc Common 47215P106   292,000 7,300 SH   SOLE   7,300 0 0
JinkoSolar Holding Co Ltd Common 47759T100   305,104 11,376 SH   SOLE   11,376 0 0
JPMorgan Chase & Co Common 46625H100   11,180,235 53,347 SH   SOLE   53,347 0 0
Kanzhun Ltd Common 48553T106   173,600 10,000 SH   SOLE   10,000 0 0
KB Financial Group Inc Common 48241A105   187,905 3,043 SH   SOLE   3,043 0 0
Kingsoft Cloud Holdings Ltd Common 49639K101   207,858 70,700 SH   SOLE   70,700 0 0
Kinross Gold Corp Common 496902404   11,376,393 897,900 SH   SOLE   897,900 0 0
Koninklijke Philips NV Common 500472303   310,382 9,486 SH   SOLE   9,486 0 0
Korea Electric Power Corp Common 500631106   132,036 17,015 SH   SOLE   17,015 0 0
Lufax Holding Ltd Common 54975P201   155,654 44,600 SH   SOLE   44,600 0 0
Manulife Financial Corp Common 56501R106   5,542,880 138,676 SH   SOLE   138,676 0 0
Materials Select Sector SPDR Fund ETP 81369Y100   771,040 8,000 SH   SOLE   8,000 0 0
Meta Platforms Inc Common 30303M102   11,994,335 20,953 SH   SOLE   20,953 0 0
Microsoft Corp Common 594918104   12,784,643 29,711 SH   SOLE   29,711 0 0
MINISO Group Holding Ltd Common 66981J102   150,844 8,600 SH   SOLE   8,600 0 0
Mitsubishi UFJ Financial Group Inc Common 606822104   191,384 18,800 SH   SOLE   18,800 0 0
Mizuho Financial Group Inc Common 60687Y109   348,077 83,272 SH   SOLE   83,272 0 0
Motorola Solutions Inc Common 620076307   4,202,242 9,346 SH   SOLE   9,346 0 0
NatWest Group PLC Common 639057207   205,209 21,924 SH   SOLE   21,924 0 0
New Oriental Education & Technology Group Inc Common 647581206   174,432 2,300 SH   SOLE   2,300 0 0
NextEra Energy Inc Common 65339F101   7,949,201 94,040 SH   SOLE   94,040 0 0
Novagold Resources Inc Common 66987E206   122,011 21,905 SH   SOLE   21,905 0 0
Novartis AG Common 66987V109   1,035,180 9,000 SH   SOLE   9,000 0 0
Novo Nordisk A/S Common 670100205   182,177 1,530 SH   SOLE   1,530 0 0
Pampa Energia SA Common 697660207   258,172 4,300 SH   SOLE   4,300 0 0
PDD Holdings Inc Common 722304102   148,291 1,100 SH   SOLE   1,100 0 0
Pearson PLC Common 705015105   336,685 24,811 SH   SOLE   24,811 0 0
Pembina Pipeline Corp Common 706327103   11,286,030 202,440 SH   SOLE   202,440 0 0
Petroleo Brasileiro SA Common 71654V408   113,291 7,862 SH   SOLE   7,862 0 0
Philip Morris International Inc Common 718172109   2,181,558 17,970 SH   SOLE   17,970 0 0
PLDT Inc Common 69344D408   140,421 5,224 SH   SOLE   5,224 0 0
POSCO Holdings Inc Common 693483109   90,637 1,295 SH   SOLE   1,295 0 0
Progressive Corp/The Common 743315103   11,441,601 45,106 SH   SOLE   45,106 0 0
Prudential PLC Common 74435K204   198,378 10,700 SH   SOLE   10,700 0 0
Qifu Technology Inc Common 88557W101   245,575 8,238 SH   SOLE   8,238 0 0
Regeneron Pharmaceuticals Inc Common 75886F107   1,627,320 1,548 SH   SOLE   1,548 0 0
Reinsurance Group of America Inc Common 759351604   9,341,430 43,044 SH   SOLE   43,044 0 0
RLX Technology Inc Common 74969N103   185,344 102,400 SH   SOLE   102,400 0 0
Sea Ltd Common 81141R100   311,124 3,300 SH   SOLE   3,300 0 0
Silicon Motion Technology Corp Common 82706C108   123,667 2,036 SH   SOLE   2,036 0 0
Simon Property Group Inc Common 828806109   5,991,759 35,450 SH   SOLE   35,450 0 0
SK Telecom Co Ltd Common 78440P306   218,684 9,200 SH   SOLE   9,200 0 0
Southern Co/The Common 842587107   3,501,689 38,830 SH   SOLE   38,830 0 0
SPDR S&P Capital Markets ETF ETP 78464A771   842,940 6,750 SH   SOLE   6,750 0 0
SPDR S&P Insurance ETF ETP 78464A789   813,228 14,330 SH   SOLE   14,330 0 0
SPDR S&P Metals & Mining ETF ETP 78464A755   732,780 11,500 SH   SOLE   11,500 0 0
Sprott Physical Gold Trust ETP 85207H104   1,183,059 58,050 SH   SOLE   58,050 0 0
Sprott Physical Silver Trust ETP 85207K107   805,695 77,100 SH   SOLE   77,100 0 0
Sumitomo Mitsui Financial Group Inc Common 86562M209   366,952 29,054 SH   SOLE   29,054 0 0
Taiwan Semiconductor Manufacturing Co Ltd Common 874039100   207,188 1,193 SH   SOLE   1,193 0 0
Teck Resources Ltd Common 878742204   3,904,555 55,274 SH   SOLE   55,274 0 0
Tencent Music Entertainment Group Common 88034P109   128,935 10,700 SH   SOLE   10,700 0 0
Teva Pharmaceutical Industries Ltd Common 881624209   169,388 9,400 SH   SOLE   9,400 0 0
Thomson Reuters Corp Common 884903808   14,655,736 63,530 SH   SOLE   63,530 0 0
TIM SA/Brazil Common 88706T108   300,213 17,434 SH   SOLE   17,434 0 0
TotalEnergies SE Common 89151E109   290,079 4,489 SH   SOLE   4,489 0 0
Trip.com Group Ltd Common 89677Q107   399,786 6,727 SH   SOLE   6,727 0 0
Uber Technologies Inc Common 90353T100   2,037,588 27,110 SH   SOLE   27,110 0 0
UBS Group AG Common H42097107   336,579 10,889 SH   SOLE   10,889 0 0
Ultrapar Participacoes SA Common 90400P101   138,516 35,700 SH   SOLE   35,700 0 0
United Microelectronics Corp Common 910873405   130,064 15,447 SH   SOLE   15,447 0 0
Unity Software Inc Common 91332U101   3,574,458 158,022 SH   SOLE   158,022 0 0
VanEck Environmental Services ETF ETP 92189F304   451,164 2,500 SH   SOLE   2,500 0 0
VanEck Gold Miners ETF/USA ETP 92189F106   766,535 19,250 SH   SOLE   19,250 0 0
VanEck Junior Gold Miners ETF ETP 92189F791   712,626 14,600 SH   SOLE   14,600 0 0
Vanguard Industrials ETF ETP 92204A603   752,903 2,895 SH   SOLE   2,895 0 0
Verona Pharma PLC Common 925050106   327,978 11,400 SH   SOLE   11,400 0 0
Visa Inc Common 92826C839   2,830,726 10,315 SH   SOLE   10,315 0 0
Vodafone Group PLC Common 92857W308   223,446 22,300 SH   SOLE   22,300 0 0
Waste Connections Inc Common 94106B101   4,196,892 17,391 SH   SOLE   17,391 0 0
Weibo Corp Common 948596101   241,920 24,000 SH   SOLE   24,000 0 0
Wipro Ltd Common 97651M109   226,152 34,900 SH   SOLE   34,900 0 0
WisdomTree India Earnings Fund ETP 97717W422   686,256 13,600 SH   SOLE   13,600 0 0
Woodside Energy Group Ltd Common 980228308   100,095 5,806 SH   SOLE   5,806 0 0
XPeng Inc Common 98422D105   311,808 25,600 SH   SOLE   25,600 0 0
YPF SA Common 984245100   195,132 9,200 SH   SOLE   9,200 0 0
Zai Lab Ltd Common 98887Q104   301,750 12,500 SH   SOLE   12,500 0 0
ZTO Express Cayman Inc Common 98980A105   151,444 6,114 SH   SOLE   6,114 0 0