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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
OMB APPROVAL
OMB Number: 3235-0006
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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
AGNICO EAGLE MINES LTD COM 008474108   5,993,478 115,281 SH   SOLE   0 0 115,281
AMAZON COM INC COM 023135106   4,158,840 49,510 SH   SOLE   0 0 49,510
APPLE INC COM 037833100   655,367 5,044 SH   SOLE   0 0 5,044
BLOCK INC CL A 852234103   3,931,459 62,563 SH   SOLE   0 0 62,563
COSTCO WHSL CORP NEW COM 22160K105   502,150 1,100 SH   SOLE   0 0 1,100
FASTLY INC CL A 31188V100   1,679,843 205,109 SH   SOLE   0 0 205,109
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   238,731 11,889 SH   SOLE   0 0 11,889
INVESCO QQQ TR UNIT SER 1 46090E103   455,871 1,712 SH   SOLE   0 0 1,712
ISHARES INC MSCI GLB SLV&MTL 464286327   429,281 40,845 SH   SOLE   0 0 40,845
ISHARES SILVER TR ISHARES 46428Q109   412,236 18,721 SH   SOLE   0 0 18,721
ISHARES TR 0-5 YR TIPS ETF 46429B747   868,274 8,955 SH   SOLE   0 0 8,955
ISHARES TR 1 3 YR TREAS BD 464287457   343,349 4,230 SH   SOLE   0 0 4,230
ISHARES TR CORE S&P500 ETF 464287200   417,278 1,086 SH   SOLE   0 0 1,086
ISHARES TR 20 YR TR BD ETF 464287432   203,585 2,045 SH   SOLE   0 0 2,045
KRANESHARES TR CALIFORNIA CARB 500767553   492,979 21,222 SH   SOLE   0 0 21,222
MERCADOLIBRE INC COM 58733R102   3,926,554 4,640 SH   SOLE   0 0 4,640
MICROSOFT CORP COM 594918104   4,341,970 18,105 SH   SOLE   0 0 18,105
OCCIDENTAL PETE CORP COM 674599105   4,832,404 76,717 SH   SOLE   0 0 76,717
ORCHARD THERAPEUTICS PLC SPON ADS 68570P101   4,017 10,828 SH   SOLE   0 0 10,828
OSISKO GOLD ROYALTIES LTD COM 68827L101   4,649,762 385,233 SH   SOLE   0 0 385,233
PALANTIR TECHNOLOGIES INC CL A 69608A108   3,200,948 498,590 SH   SOLE   0 0 498,590
PERKINELMER INC COM 714046109   4,732,038 33,747 SH   SOLE   0 0 33,747
PURE STORAGE INC CL A 74624M102   2,950,531 110,259 SH   SOLE   0 0 110,259
QUEST DIAGNOSTICS INC COM 74834L100   280,028 1,790 SH   SOLE   0 0 1,790
RAPID7 INC COM 753422104   1,904,171 56,038 SH   SOLE   0 0 56,038
ROPER TECHNOLOGIES INC COM 776696106   3,536,175 8,184 SH   SOLE   0 0 8,184
SERVICENOW INC COM 81762P102   3,750,300 9,659 SH   SOLE   0 0 9,659
SILVERCREST METALS INC COM 828363101   3,371,460 561,910 SH   SOLE   0 0 561,910
SPIRE GLOBAL INC COM CL A 848560108   675,166 703,298 SH   SOLE   0 0 703,298
SPROTT PHYSICAL GOLD TR UNIT 85207H104   751,981 53,332 SH   SOLE   0 0 53,332
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107   140,138 17,007 SH   SOLE   0 0 17,007
THERMO FISHER SCIENTIFIC INC COM 883556102   468,087 850 SH   SOLE   0 0 850
TRANSOCEAN LTD REG SHS H8817H100   4,198,670 920,761 SH   SOLE   0 0 920,761
VANECK ETF TRUST GOLD MINERS ETF 92189F106   673,510 23,500 SH   SOLE   0 0 23,500