1LIFE HEALTHCARE INC COM 68269G107 5562 316579 SH SOLE 0 0 316579 ADOBE SYSTEMS INCORPORATED COM 00724F101 5928 10454 SH SOLE 0 0 10454 AMAZON COM INC COM 023135106 6375 1912 SH SOLE 0 0 1912 APPLE INC COM 037833100 1088 6126 SH SOLE 0 0 6126 BLOCK INC CL A 852234103 4868 30142 SH SOLE 0 0 30142 CAMPING WORLD HLDGS INC CL A 13462K109 5160 127728 SH SOLE 0 0 127728 COSTCO WHSL CORP NEW COM 22160K105 6195 10912 SH SOLE 0 0 10912 FASTLY INC CL A 31188V100 3733 105303 SH SOLE 0 0 105303 GLOBAL X FDS GLOBAL X URANIUM 37954Y871 295 12911 SH SOLE 0 0 12911 ISHARES INC MSCI GLB SLV&MTL 464286327 429 33247 SH SOLE 0 0 33247 ISHARES SILVER TR ISHARES 46428Q109 439 20415 SH SOLE 0 0 20415 ISHARES TR 0-5 YR TIPS ETF 46429B747 356 3359 SH SOLE 0 0 3359 KIRKLAND LAKE GOLD LTD COM 49741E100 1349 32160 SH SOLE 0 0 32160 LULULEMON ATHLETICA INC COM 550021109 4086 10437 SH SOLE 0 0 10437 MATCH GROUP INC NEW COM 57667L107 232 1757 SH SOLE 0 0 1757 MEDTRONIC PLC SHS G5960L103 4830 46685 SH SOLE 0 0 46685 MERCADOLIBRE INC COM 58733R102 6484 4809 SH SOLE 0 0 4809 MICROSOFT CORP COM 594918104 6394 19011 SH SOLE 0 0 19011 NVIDIA CORPORATION COM 67066G104 9707 33005 SH SOLE 0 0 33005 ORCHARD THERAPEUTICS PLC ADS 68570P101 21 15932 SH SOLE 0 0 15932 PERKINELMER INC COM 714046109 6449 32074 SH SOLE 0 0 32074 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 200 1970 SH SOLE 0 0 1970 POSHMARK INC COM CL A 73739W104 4806 282189 SH SOLE 0 0 282189 QUEST DIAGNOSTICS INC COM 74834L100 377 2178 SH SOLE 0 0 2178 RAPID7 INC COM 753422104 3856 32762 SH SOLE 0 0 32762 ROPER TECHNOLOGIES INC COM 776696106 4228 8596 SH SOLE 0 0 8596 SERVICENOW INC COM 81762P102 6164 9496 SH SOLE 0 0 9496 SPROTT PHYSICAL GOLD TR UNIT 85207H104 667 46459 SH SOLE 0 0 46459 TARGET CORP COM 87612E106 5458 23583 SH SOLE 0 0 23583 TELADOC HEALTH INC COM 87918A105 3431 37366 SH SOLE 0 0 37366 THERMO FISHER SCIENTIFIC INC COM 883556102 601 900 SH SOLE 0 0 900 TRANSOCEAN LTD REG SHS H8817H100 1161 420766 SH SOLE 0 0 420766 TWITTER INC COM 90184L102 4567 105667 SH SOLE 0 0 105667 VANECK ETF TRUST GOLD MINERS ETF 92189F106 704 21987 SH SOLE 0 0 21987