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 6,062,649 10,162 SH   SOLE   10,162 0 0
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 7,935,328 58,288 SH   SOLE   58,288 0 0
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 9,920,804 68,468 SH   SOLE   68,468 0 0
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 1,281,498 4,677 SH   SOLE   4,677 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 8,643,738 61,878 SH   SOLE   61,878 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 231,125 1,640 SH   SOLE   1,640 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,368,524 9,007 SH   SOLE   9,007 0 0
APPLE INC COM 037833100 BBG001S5N8V8 4,813,057 24,999 SH   SOLE   24,999 0 0
AT&T INC COM 00206R102 BBG001S5VWH2 2,380,780 141,882 SH   SOLE   141,882 0 0
B2GOLD CORP COM 11777Q209 BBG001T0CNW6 69,918 22,000 SH   SOLE   22,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 BBG001S5P6Q6 520,500 10,000 SH   SOLE   10,000 0 0
BLOCK INC CL A 852234103 BBG001TFLWL5 303,986 3,930 SH   SOLE   3,930 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 2,766,832 780 SH   SOLE   780 0 0
BUNGE GLOBAL SA COM SHS H11356104 BBG01JZ8VLC7 9,157,578 90,714 SH   SOLE   90,714 0 0
CAMPBELL SOUP CO COM 134429109 BBG001S5Q2B0 3,422,735 79,175 SH   SOLE   79,175 0 0
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 342,559 1,510 SH   SOLE   1,510 0 0
CLOROX CO DEL COM 189054109 BBG001S5PX50 3,648,878 25,590 SH   SOLE   25,590 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 4,878,166 82,779 SH   SOLE   82,779 0 0
CORNING INC COM 219350105 BBG001S5RLH1 3,729,151 122,468 SH   SOLE   122,468 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 337,540 500 SH   SOLE   500 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 5,608,128 61,906 SH   SOLE   61,906 0 0
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 267,560 2,749 SH   SOLE   2,749 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 520,196 5,203 SH   SOLE   5,203 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 8,320,820 32,729 SH   SOLE   32,729 0 0
FORTUNA SILVER MINES INC COM 349915108 BBG001S982M0 2,731,070 707,531 SH   SOLE   707,531 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 9,207,597 113,660 SH   SOLE   113,660 0 0
GUARDANT HEALTH INC COM 40131M109 BBG006D97VZ8 2,514,379 92,953 SH   SOLE   92,953 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 415,860 1,200 SH   SOLE   1,200 0 0
ILLUMINA INC COM 452327109 BBG001SF4NY1 2,487,523 17,865 SH   SOLE   17,865 0 0
INTEL CORP COM 458140100 BBG001S5SF65 9,337,706 185,825 SH   SOLE   185,825 0 0
IONIS PHARMACEUTICALS INC COM 462222100 BBG001SB7RD1 9,829,283 194,293 SH   SOLE   194,293 0 0
ISHARES SILVER TR ISHARES 46428Q109 BBG001SQLN69 691,907 31,768 SH   SOLE   31,768 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 344,051 2,082 SH   SOLE   2,082 0 0
ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 1,497,768 13,600 SH   SOLE   13,600 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 474,922 3,030 SH   SOLE   3,030 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 235,589 1,385 SH   SOLE   1,385 0 0
KINROSS GOLD CORP COM 496902404 BBG001S5R0C2 93,775 15,500 SH   SOLE   15,500 0 0
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 10,904,699 294,881 SH   SOLE   294,881 0 0
LUOKUNG TECHNOLOGY CORP SHS NEW G56981205 BBG00MZ7L8Q8 83,554 169,378 SH   SOLE   169,378 0 0
M & T BK CORP COM 55261F104 BBG001S7S2B4 205,620 1,500 SH   SOLE   1,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 2,436,652 5,713 SH   SOLE   5,713 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 1,363,056 4,597 SH   SOLE   4,597 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 6,750,301 81,261 SH   SOLE   81,261 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 13,145,013 37,137 SH   SOLE   37,137 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 348,213 926 SH   SOLE   926 0 0
MOSAIC CO NEW COM 61945C103 BBG001S7LJN1 4,470,538 125,120 SH   SOLE   125,120 0 0
MP MATERIALS CORP COM CL A 553368101 BBG00TJGL0T5 3,385,556 170,557 SH   SOLE   170,557 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 13,130,180 26,968 SH   SOLE   26,968 0 0
NUTRIEN LTD COM 67077M108 BBG00JM9SM69 5,197,304 90,926 SH   SOLE   90,926 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 3,330,326 54,231 SH   SOLE   54,231 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 1,231,491 8,417 SH   SOLE   8,417 0 0
PROSHARES TR ULTRAPRO SHT QQQ 74347G432 BBG001T6S3C2 145,314 10,804 SH   SOLE   10,804 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 262,937 1,818 SH   SOLE   1,818 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 368,004 419 SH   SOLE   419 0 0
ROBLOX CORP CL A 771049103 BBG001V1Y6Z1 225,400 4,930 SH   SOLE   4,930 0 0
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 512,292 1,650 SH   SOLE   1,650 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 7,578,623 144,935 SH   SOLE   144,935 0 0
SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 200,194 1,006 SH   SOLE   1,006 0 0
SONIM TECHNOLOGIES INC COM NEW 83548F200 BBG001SMF920 303,514 413,000 SH   SOLE   413,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 20,985,878 109,776 SH   SOLE   109,776 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 4,059,452 44,419 SH   SOLE   44,419 0 0
SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 207,153 2,320 SH   SOLE   2,320 0 0
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 BBG001T96GD0 889,907 110,137 SH   SOLE   110,137 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 1,904,166 19,833 SH   SOLE   19,833 0 0
SYSCO CORP COM 871829107 BBG001S5WJS8 8,556,137 116,999 SH   SOLE   116,999 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 208,967 2,000 SH   SOLE   2,000 0 0
TARGA RES CORP COM 87612G101 BBG001TC94B9 4,812,337 55,397 SH   SOLE   55,397 0 0
TRIPADVISOR INC COM 896945201 BBG001V10VR2 1,455,019 67,581 SH   SOLE   67,581 0 0
TUSIMPLE HLDGS INC CL A 90089L108 BBG00ZSDS7N2 12,000 13,670 SH   SOLE   13,670 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 428,938 982 SH   SOLE   982 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 2,432,407 41,967 SH   SOLE   41,967 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 2,843,118 108,890 SH   SOLE   108,890 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 6,190,646 125,775 SH   SOLE   125,775 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 BBG0042V6JN7 4,524,290 62,916 SH   SOLE   62,916 0 0