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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

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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALECTOR INC COMMON 014442107 BBG00N0PL198 1,538,121 192,747 SH   SOLE   0 0 0
CNX RES CORP COMMON 12653C108 BBG000CKVSG8 640,000 32,000 SH   SOLE   0 0 0
SPDR GOLD SHARES ETF 78463V107 BBG000CRF6Q8 764,680 4,000 SH   SOLE   0 0 0
SPDR GOLD MINISHARES TRUST ETF 98149E303 BBG00L8YYP89 22,557,488 551,393 SH   SOLE   0 0 0
ISHARES SILVER TRUST ETF 46428Q109 BBG000NDCRW7 653,400 30,000 SH   SOLE   0 0 0
SPDR S&P 500 ETF TR ETF 78462F103 BBG000BDTBL9 16,181,454 34,044 SH   SOLE   0 0 0
INVESCO QQQ TR ETF 46090E103 BBG000BSWKH7 33,013,045 80,614 SH   SOLE   0 0 0
TRUPANION INC COMMON 898202106 BBG002BC7WC5 10,840,203 3,553 PRN Put SOLE   0 0 0