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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALMADEN MINERALS LTD COM CL B 020283305 327 498,314 SH   SOLE   0 0 498,314
ALPHABET INC CAP STK CL A 02079K305 7,922 6,487 SH   SOLE   0 0 6,487
ALTRIA GROUP INC COM 02209S103 1,548 37,852 SH   SOLE   0 0 37,852
AMAZON COM INC COM 023135106 273 157 SH   SOLE   0 0 157
AMERICAN EXPRESS CO COM 025816109 3,695 31,239 SH   SOLE   0 0 31,239
APPLE INC COM 037833100 3,432 15,322 SH   SOLE   0 0 15,322
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 5,041 75,554 SH   SOLE   0 0 75,554
BARRICK GOLD CORPORATION COM 067901108 8,191 472,661 SH   SOLE   0 0 472,661
BARRICK GOLD CORPORATION COM 067901108 5 300 SH Call SOLE   0 0 300
BERKLEY W R CORP COM 084423102 6,521 90,277 SH   SOLE   0 0 90,277
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 408 1,959 SH   SOLE   0 0 1,959
BLACKSTONE MTG TR INC COM CL A 09257W100 3,778 105,397 SH   SOLE   0 0 105,397
BOOKING HLDGS INC COM 09857L108 2,249 1,146 SH   SOLE   0 0 1,146
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 268 5,055 SH   SOLE   0 0 5,055
CBRE GROUP INC CL A 12504L109 2,223 41,936 SH   SOLE   0 0 41,936
CELGENE CORP COM 151020104 28,410 286,100 SH   SOLE   0 0 286,100
CLEARBRIDGE ENERGY MIDSTRM O COM 18469P100 172 19,717 SH   SOLE   0 0 19,717
COCA COLA CO COM 191216100 1,982 36,405 SH   SOLE   0 0 36,405
CVS HEALTH CORP COM 126650100 2,193 34,769 SH   SOLE   0 0 34,769
DELL TECHNOLOGIES INC CL C 24703L202 7,799 150,381 SH   SOLE   0 0 150,381
DISNEY WALT CO COM DISNEY 254687106 3,154 24,203 SH   SOLE   0 0 24,203
FOX CORP CL B COM 35137L204 9,232 292,696 SH   SOLE   0 0 292,696
FRANCO NEVADA CORP COM 351858105 1,911 20,962 SH   SOLE   0 0 20,962
GENERAL MLS INC COM 370334104 2,334 42,348 SH   SOLE   0 0 42,348
GENWORTH FINL INC COM CL A 37247D106 1,871 425,282 SH   SOLE   0 0 425,282
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 5,792 119,372 SH   SOLE   0 0 119,372
HERSHEY CO COM 427866108 20,223 130,477 SH   SOLE   0 0 130,477
HOWARD HUGHES CORP COM 44267D107 9,384 72,407 SH   SOLE   0 0 72,407
INVESTORS BANCORP INC NEW COM 46146L101 7,950 699,849 SH   SOLE   0 0 699,849
ISHARES SILVER TRUST ISHARES 46428Q109 3,268 205,253 SH   SOLE   0 0 205,253
KELLOGG CO COM 487836108 9,630 149,652 SH   SOLE   0 0 149,652
KEURIG DR PEPPER INC COM 49271V100 2,693 98,585 SH   SOLE   0 0 98,585
MACQUARIE INFRASTRUCTURE COR COM 55608B105 2,681 67,921 SH   SOLE   0 0 67,921
MARKETAXESS HLDGS INC COM 57060D108 2,243 6,849 SH   SOLE   0 0 6,849
MICROSOFT CORP COM 594918104 6,121 44,030 SH   SOLE   0 0 44,030
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 189 12,061 SH   SOLE   0 0 12,061
NEW YORK TIMES CO CL A 650111107 2,383 83,676 SH   SOLE   0 0 83,676
NUTRIEN LTD COM 67077M108 499 10,000 SH   SOLE   0 0 10,000
PROSHARES TR SHORT S&P 500 NE 74347B425 1,091 41,763 SH   SOLE   0 0 41,763
SAREPTA THERAPEUTICS INC COM 803607100 3,834 50,898 SH   SOLE   0 0 50,898
SPARK THERAPEUTICS INC COM 84652J103 16,354 168,629 SH   SOLE   0 0 168,629
SPDR SERIES TRUST PORTFOLIO SH TSR 78468R101 1,608 53,560 SH   SOLE   0 0 53,560
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,741 15,269 SH   SOLE   0 0 15,269
SQUARE INC CL A 852234103 1,024 16,528 SH   SOLE   0 0 16,528
STARBUCKS CORP COM 855244109 3,274 37,032 SH   SOLE   0 0 37,032
TRAVELERS COMPANIES INC COM 89417E109 3,213 21,609 SH   SOLE   0 0 21,609
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 10,196 281,189 SH   SOLE   0 0 281,189
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 5,926 221,846 SH   SOLE   0 0 221,846