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 INC COM 00724F101 BBG001S5NCQ5 5,586,974 10,957 SH   SOLE   10,957 0 0
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 8,271,430 60,283 SH   SOLE   60,283 0 0
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 9,867,177 57,893 SH   SOLE   57,893 0 0
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 1,547,057 5,067 SH   SOLE   5,067 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 8,614,252 65,828 SH   SOLE   65,828 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 216,234 1,640 SH   SOLE   1,640 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,108,486 8,720 SH   SOLE   8,720 0 0
APPLE INC COM 037833100 BBG001S5N8V8 4,233,852 24,729 SH   SOLE   24,729 0 0
AT&T INC COM 00206R102 BBG001S5VWH2 4,589,691 305,572 SH   SOLE   305,572 0 0
B2GOLD CORP COM 11777Q209 BBG001T0CNW6 63,471 22,000 SH   SOLE   22,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 BBG001S5P6Q6 426,500 10,000 SH   SOLE   10,000 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 2,451,740 795 SH   SOLE   795 0 0
BUNGE LIMITED COM G16962105 BBG001SJ9BG4 12,651,611 116,874 SH   SOLE   116,874 0 0
CAMPBELL SOUP CO COM 134429109 BBG001S5Q2B0 3,412,721 83,075 SH   SOLE   83,075 0 0
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 315,650 1,510 SH   SOLE   1,510 0 0
CLOROX CO DEL COM 189054109 BBG001S5PX50 3,521,582 26,870 SH   SOLE   26,870 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 4,893,390 86,704 SH   SOLE   86,704 0 0
CORNING INC COM 219350105 BBG001S5RLH1 3,814,631 125,193 SH   SOLE   125,193 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 282,480 500 SH   SOLE   500 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 3,479,077 42,925 SH   SOLE   42,925 0 0
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 265,471 2,749 SH   SOLE   2,749 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 611,769 5,203 SH   SOLE   5,203 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 9,249,552 34,749 SH   SOLE   34,749 0 0
FORTUNA SILVER MINES INC COM 349915108 BBG001S982M0 2,083,860 766,125 SH   SOLE   766,125 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 8,630,465 115,165 SH   SOLE   115,165 0 0
GUARDANT HEALTH INC COM 40131M109 BBG006D97VZ8 2,843,217 95,925 SH   SOLE   95,925 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 362,592 1,200 SH   SOLE   1,200 0 0
ILLUMINA INC COM 452327109 BBG001SF4NY1 2,679,706 19,520 SH   SOLE   19,520 0 0
INTEL CORP COM 458140100 BBG001S5SF65 6,964,601 195,910 SH   SOLE   195,910 0 0
IONIS PHARMACEUTICALS INC COM 462222100 BBG001SB7RD1 9,214,068 203,132 SH   SOLE   203,132 0 0
ISHARES SILVER TR ISHARES 46428Q109 BBG001SQLN69 648,195 31,868 SH   SOLE   31,868 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 318,141 2,082 SH   SOLE   2,082 0 0
ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 1,502,392 13,600 SH   SOLE   13,600 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 471,923 3,030 SH   SOLE   3,030 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 200,853 1,385 SH   SOLE   1,385 0 0
KINROSS GOLD CORP COM 496902404 BBG001S5R0C2 72,960 16,000 SH   SOLE   16,000 0 0
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 10,152,249 301,791 SH   SOLE   301,791 0 0
LUOKUNG TECHNOLOGY CORP SHS NEW G56981205 BBG00MZ7L8Q8 122,122 169,378 SH   SOLE   169,378 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 2,321,220 5,863 SH   SOLE   5,863 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 1,211,034 4,597 SH   SOLE   4,597 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 6,643,528 84,038 SH   SOLE   84,038 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 11,695,281 38,957 SH   SOLE   38,957 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 284,175 900 SH   SOLE   900 0 0
MOSAIC CO NEW COM 61945C103 BBG001S7LJN1 4,638,181 130,286 SH   SOLE   130,286 0 0
MP MATERIALS CORP COM CL A 553368101 BBG00TJGL0T5 3,380,032 176,965 SH   SOLE   176,965 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 10,575,443 28,007 SH   SOLE   28,007 0 0
NUTRIEN LTD COM 67077M108 BBG00JM9SM69 5,993,842 95,740 SH   SOLE   95,740 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 3,503,099 59,923 SH   SOLE   59,923 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 825,455 8,417 SH   SOLE   8,417 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 201,907 1,818 SH   SOLE   1,818 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 344,820 419 SH   SOLE   419 0 0
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 471,686 1,650 SH   SOLE   1,650 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 9,975,981 170,365 SH   SOLE   170,365 0 0
SONIM TECHNOLOGIES INC COM NEW 83548F200 BBG001SMF920 276,710 413,000 SH   SOLE   413,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 24,266,347 141,536 SH   SOLE   141,536 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 3,642,959 39,675 SH   SOLE   39,675 0 0
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 BBG001T96GD0 837,112 110,437 SH   SOLE   110,437 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 1,832,063 20,073 SH   SOLE   20,073 0 0
SYSCO CORP COM 871829107 BBG001S5WJS8 6,251,236 94,644 SH   SOLE   94,644 0 0
TARGA RES CORP COM 87612G101 BBG001TC94B9 5,002,705 58,361 SH   SOLE   58,361 0 0
TRIPADVISOR INC COM 896945201 BBG001V10VR2 1,197,258 72,211 SH   SOLE   72,211 0 0
TUSIMPLE HLDGS INC CL A 90089L108 BBG00ZSDS7N2 21,325 13,670 SH   SOLE   13,670 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 240,852 611 SH   SOLE   611 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 2,246,074 41,967 SH   SOLE   41,967 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 2,829,840 127,241 SH   SOLE   127,241 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 5,193,102 127,095 SH   SOLE   127,095 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 BBG0042V6JN7 3,335,229 47,687 SH   SOLE   47,687 0 0