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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   952,515 8,362 SH   SOLE   8,362 0 0
AGNICO EAGLE MINES LTD COM 008474108   859,656 17,200 SH   SOLE   17,200 0 0
AGNICO EAGLE MINES LTD COM 008474108   12,495,000 250,000 SH   DFND 1 250,000 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   971,480 81,500 SH   SOLE   81,500 0 0
ALPHABET INC CAP STK CL C 02079K107   2,015,417 16,403 SH   SOLE   16,403 0 0
AMPLIFY ETF TR BLOCKCHAIN LDR 032108607   457,457 20,108 SH   SOLE   20,108 0 0
API GROUP CORP COM STK 00187Y100   709,251 24,759 SH   SOLE   24,759 0 0
ARISTA NETWORKS INC COM 040413106   392,185 2,420 SH   SOLE   2,420 0 0
BAUSCH HEALTH COS INC COM 071734107   300,048 37,506 SH   SOLE   37,506 0 0
BLACKROCK INC COM 09247X101   948,549 1,393 SH   SOLE   1,393 0 0
BLACKSTONE INC COM 09260D107   525,560 5,653 SH   SOLE   5,653 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   516,426 15,347 SH   SOLE   15,347 0 0
EMBRAER S.A. SPONSORED ADS 29082A107   290,679 18,802 SH   SOLE   18,802 0 0
EXPEDITORS INTL WASH INC COM 302130109   734,775 6,066 SH   SOLE   6,066 0 0
FARFETCH LTD ORD SH CL A 30744W107   1,242,603 205,729 SH   SOLE   205,729 0 0
FRANKLIN COVEY CO COM 353469109   1,002,238 22,945 SH   SOLE   22,945 0 0
GLOBAL E ONLINE LTD SHS M5216V106   745,927 18,220 SH   SOLE   18,220 0 0
HASBRO INC COM 418056107   483,962 7,472 SH   SOLE   7,472 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105   239,840 4,000 SH   SOLE   4,000 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105   1,798,800 30,000 SH   DFND 1 30,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432   903,710 8,779 SH   SOLE   8,779 0 0
KKR & CO INC COM 48251W104   269,640 4,815 SH   SOLE   4,815 0 0
MARKETWISE INC COM CL A 57064P107   221,702 110,851 SH   SOLE   110,851 0 0
MASTERCARD INCORPORATED CL A 57636Q104   737,831 1,876 SH   SOLE   1,876 0 0
META PLATFORMS INC CL A 30303M102   1,121,337 5,355 SH   SOLE   5,355 0 0
MICROSTRATEGY INC CL A NEW 594972408   2,820,171 8,236 SH   SOLE   8,236 0 0
NEWMONT CORP COM 651639106   10,665,000 250,000 SH   DFND 1 250,000 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102   4,224,000 300,000 SH   DFND 1 300,000 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102   382,976 27,200 SH   SOLE   27,200 0 0
PAR TECHNOLOGY CORP COM 698884103   1,009,766 30,664 SH   SOLE   30,664 0 0
PAYPAL HLDGS INC COM 70450Y103   248,903 3,730 SH   SOLE   3,730 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   2,177,910 31,500 SH   SOLE   31,500 0 0
PINTEREST INC CL A 72352L106   252,348 9,230 SH   SOLE   9,230 0 0
ROBLOX CORP CL A 771049103   276,055 6,850 SH   SOLE   6,850 0 0
SEA LTD SPONSORD ADS 81141R100   1,146,986 19,762 SH   SOLE   19,762 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   548,216 3,720 SH   SOLE   3,720 0 0
SHOPIFY INC CL A 82509L107   462,601 7,161 SH   SOLE   7,161 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   635,190 6,294 SH   SOLE   6,294 0 0
TRUPANION INC COM 898202106   318,560 16,187 SH   SOLE   16,187 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   10,698,000 300,000 SH   DFND 1 300,000 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   800,300 8,610 SH   SOLE   8,610 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103   818,448 54,819 SH   SOLE   54,819 0 0
VISA INC COM CL A 92826C839   719,565 3,030 SH   SOLE   3,030 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   472,733 37,698 SH   SOLE   37,698 0 0
WILEY JOHN & SONS INC CL A 968223206   268,735 7,897 SH   SOLE   7,897 0 0
YUM CHINA HLDGS INC COM 98850P109   367,250 6,500 SH   SOLE   6,500 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109   236,121 12,266 SH   SOLE   12,266 0 0