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
AERCAP HOLDINGS NV SHS N00985106 2,935 116,520 SH   SOLE   0 0 116,520
ALPHABET INC CAP STK CL A 02079K305 2,899 1,978 SH   SOLE   0 0 1,978
AMAZON COM INC COM 023135106 42,955 13,642 SH   SOLE   0 0 13,642
AMERICAN EXPRESS CO COM 025816109 4,973 49,602 SH   SOLE   0 0 49,602
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 10,599 196,708 SH   SOLE   0 0 196,708
APPLE INC COM 037833100 5,662 48,894 SH   SOLE   0 0 48,894
AUTOHOME INC SP ADR RP CL A 05278C107 2,985 31,098 SH   SOLE   0 0 31,098
AXIS CAP HLDGS LTD SHS G0692U109 7,030 159,623 SH   SOLE   0 0 159,623
BARRICK GOLD CORP COM 067901108 14,337 510,026 SH   SOLE   0 0 510,026
BERKLEY W R CORP COM 084423102 3,896 63,707 SH   SOLE   0 0 63,707
BIOGEN INC COM 09062X103 3,388 11,944 SH   SOLE   0 0 11,944
COCA COLA CO COM 191216100 3,504 70,970 SH   SOLE   0 0 70,970
CVS HEALTH CORP COM 126650100 7,437 127,338 SH   SOLE   0 0 127,338
DISNEY WALT CO COM DISNEY 254687106 11,572 93,264 SH   SOLE   0 0 93,264
DOCUSIGN INC COM 256163106 6,422 29,837 SH   SOLE   0 0 29,837
FACEBOOK INC CL A 30303M102 5,020 19,166 SH   SOLE   0 0 19,166
FORUM ENERGY TECHNOLOGIES IN NOTE 9.000% 8/0 34984VAC4 127 204,000 PRN   SOLE   0 0 204,000
FRANCO NEV CORP COM 351858105 3,718 26,638 SH   SOLE   0 0 26,638
GENERAL MLS INC COM 370334104 3,327 53,943 SH   SOLE   0 0 53,943
HERSHEY CO COM 427866108 2,361 16,472 SH   SOLE   0 0 16,472
HOME DEPOT INC COM 437076102 323 1,162 SH   SOLE   0 0 1,162
HOWARD HUGHES CORP COM 44267D107 7,816 135,696 SH   SOLE   0 0 135,696
IMMUNOMEDICS INC COM 452907108 18,462 217,120 SH   SOLE   0 0 217,120
ISHARES SILVER TR ISHARES 46428Q109 4,712 217,736 SH   SOLE   0 0 217,736
MCCORMICK & CO INC COM NON VTG 579780206 313 1,610 SH   SOLE   0 0 1,610
MGM RESORTS INTERNATIONAL COM 552953101 11,504 528,935 SH   SOLE   0 0 528,935
MICROSOFT CORP COM 594918104 17,213 81,839 SH   SOLE   0 0 81,839
NVR INC COM 62944T105 343 84 SH   SOLE   0 0 84
SANDSTORM GOLD LTD COM NEW 80013R206 3,758 445,267 SH   SOLE   0 0 445,267
SPDR SER TR PORTFOLIO SH TSR 78468R101 2,102 68,476 SH   SOLE   0 0 68,476
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 5,388 293,778 SH   SOLE   0 0 293,778
STARBUCKS CORP COM 855244109 4,122 47,975 SH   SOLE   0 0 47,975
U S CONCRETE INC COM 90333L201 2,356 81,139 SH   SOLE   0 0 81,139
UBER TECHNOLOGIES INC COM 90353T100 10,083 276,395 SH   SOLE   0 0 276,395
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 19,674 355,383 SH   SOLE   0 0 355,383
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 20,399 520,910 SH   SOLE   0 0 520,910
VERISK ANALYTICS INC COM 92345Y106 3,631 19,596 SH   SOLE   0 0 19,596
VIACOMCBS INC CL B 92556H206 11,285 402,893 SH   SOLE   0 0 402,893
VISA INC COM CL A 92826C839 3,889 19,446 SH   SOLE   0 0 19,446