The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| FRANCO NEVADA CORP | COM | 351858105 | 43,803 | 424,035 | SH | SOLE | 0 | 424,035 | 0 | 0 | |
| VANECK VECTORS ETF TRUST | GOLD MINERS ETF | 92189F106 | 4,103 | 140,116 | SH | SOLE | 0 | 140,116 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 27,985 | 20,931 | SH | SOLE | 0 | 20,931 | 0 | 0 | |
| HEADHUNTER GROUP PLC | SPONSORED ADS | 42207L106 | 22,299 | 1,039,599 | SH | SOLE | 0 | 1,039,599 | 0 | 0 | |
| ROYAL GOLD INC | COM | 780287108 | 21,670 | 177,257 | SH | SOLE | 0 | 177,257 | 0 | 0 | |
| YANDEX N V | SHS CLASS A | N97284108 | 18,266 | 420,000 | SH | SOLE | 0 | 420,000 | 0 | 0 | |
| INVESCO EXCHNG TRADED FD TR | SR LN ETF | 46138G958 | 18,484 | 810,000 | SH | Put | SOLE | 0 | 150,000 | 0 | 0 |
| ISHARES SILVER TRUST | ISHARES | 46428Q909 | 20,350 | 1,220,000 | SH | Call | SOLE | 0 | 770,000 | 0 | 0 |