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
ABBVIE INC COM 00287Y109   1,680,875 17,772 SH   SOLE   17,772 0 0
ACTIVISION BLIZZARD INC COM 00507V109   8,040,646 96,654 SH   SOLE   96,654 0 0
AGNICO EAGLE MINES LTD COM 008474108   2,553,911 75,292 SH   SOLE   75,292 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   333,523 73,156 SH   SOLE   73,156 0 0
ALPHABET INC CAP STK CL A 02079K305   23,404,074 19,389 SH   SOLE   19,389 0 0
AMAZON COM INC COM 023135106   38,808,125 19,375 SH   SOLE   19,375 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104   28,733,025 1,401,611 SH   SOLE   1,401,611 0 0
AMGEN INC COM 031162100   1,332,874 6,430 SH   SOLE   6,430 0 0
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206   3,118,915 363,510 SH   SOLE   363,510 0 0
APPLE INC COM 037833100   28,771,014 127,452 SH   SOLE   127,452 0 0
APPTIO INC CL A 03835C108   23,097,708 624,938 SH   SOLE   624,938 0 0
AQUANTIA CORP COM 03842Q108   3,532,444 276,188 SH   SOLE   276,188 0 0
B2GOLD CORP COM 11777Q209   1,553,965 687,500 SH   SOLE   687,500 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06746L422   1,333,499 50,000 SH   SOLE   50,000 0 0
BARRICK GOLD CORP COM 067901108   1,994,452 181,539 SH   SOLE   181,539 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,132,587 18,244 SH   SOLE   18,244 0 0
BROADCOM INC COM 11135F101   4,352,810 17,642 SH   SOLE   17,642 0 0
CAMECO CORP COM 13321L108   801,093 70,739 SH   SOLE   70,739 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   3,189,392 50,014 SH   SOLE   50,014 0 0
CELGENE CORP COM 151020104   998,439 11,157 SH   SOLE   11,157 0 0
CHEVRON CORP NEW COM 166764100   696,996 5,700 SH   SOLE   5,700 0 0
CISCO SYS INC COM 17275R102   10,434,743 214,486 SH   SOLE   214,486 0 0
COCA COLA CO COM 191216100   1,906,076 41,266 SH   SOLE   41,266 0 0
COEUR MNG INC COM NEW 192108504   293,149 55,000 SH   SOLE   55,000 0 0
COLGATE PALMOLIVE CO COM 194162103   421,785 6,300 SH   SOLE   6,300 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104   1,036,284 77,277 SH   SOLE   77,277 0 0
CROCS INC COM 227046109   18,506,289 869,248 SH   SOLE   869,248 0 0
ELECTRONIC ARTS INC COM 285512109   6,168,847 51,198 SH   SOLE   51,198 0 0
ETHAN ALLEN INTERIORS INC COM 297602104   415,000 20,000 SH   SOLE   20,000 0 0
FLIR SYS INC COM 302445101   9,770,840 158,953 SH   SOLE   158,953 0 0
FRANCO NEV CORP COM 351858105   1,048,899 16,885 SH   SOLE   16,885 0 0
G-III APPAREL GROUP LTD COM 36237H101   2,409,499 50,000 SH   SOLE   50,000 0 0
GILEAD SCIENCES INC COM 375558103   1,117,537 14,474 SH   SOLE   14,474 0 0
GOLDCORP INC NEW COM 380956409   735,559 72,701 SH   SOLE   72,701 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300   49,242 29,664 SH   SOLE   29,664 0 0
HERSHEY CO COM 427866108   448,800 4,400 SH   SOLE   4,400 0 0
HOME DEPOT INC COM 437076102   114,139 551 SH   SOLE   551 0 0
HUDBAY MINERALS INC COM 443628102   759,234 151,000 SH   SOLE   151,000 0 0
IAMGOLD CORP COM 450913108   587,950 161,000 SH   SOLE   161,000 0 0
INFINERA CORPORATION COM 45667G103   17,148,889 2,349,163 SH   SOLE   2,349,163 0 0
INTEL CORP COM 458140100   9,969,772 210,822 SH   SOLE   210,822 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   18,053,977 802,399 SH   SOLE   802,399 0 0
ISHARES INC CORE MSCI EMKT 46434G103   3,800,651 73,400 SH   SOLE   0 0 73,400
ISHARES TR MSCI EMG MKT ETF 464287234   16,827,472 392,066 SH   SOLE   0 0 392,066
ISHARES TR CORE S&P500 ETF 464287200   14,968,163 51,133 SH   SOLE   0 0 51,133
ISHARES TR IBOXX HI YD ETF 464288513   1,037,279 12,000 SH   SOLE   0 0 12,000
JOHNSON & JOHNSON COM 478160104   3,397,876 24,592 SH   SOLE   24,592 0 0
KERYX BIOPHARMACEUTICALS INC COM 492515101   4,996,670 1,469,609 SH   SOLE   1,469,609 0 0
KINROSS GOLD CORP COM 496902404   867,361 320,506 SH   SOLE   320,506 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100   2,883,481 153,209 SH   SOLE   153,209 0 0
KRAFT HEINZ CO COM 500754106   358,214 6,500 SH   SOLE   6,500 0 0
KROGER CO COM 501044101   454,116 15,600 SH   SOLE   15,600 0 0
LAS VEGAS SANDS CORP COM 517834107   1,779,900 30,000 SH   SOLE   30,000 0 0
LAUDER ESTEE COS INC CL A 518439104   2,682,025 18,456 SH   SOLE   18,456 0 0
LG DISPLAY CO LTD SPONS ADR REP 50186V102   5,063,722 584,051 SH   SOLE   584,051 0 0
MACYS INC COM 55616P104   118,081 3,400 SH   SOLE   3,400 0 0
MAG SILVER CORP COM 55903Q104   2,215,292 276,000 SH   SOLE   276,000 0 0
MCDONALDS CORP COM 580135101   2,455,315 14,677 SH   SOLE   14,677 0 0
MERCK & CO INC COM 58933Y105   2,139,763 30,163 SH   SOLE   30,163 0 0
META PLATFORMS INC CL A 30303M102   16,893,660 102,722 SH   SOLE   102,722 0 0
MICHAEL KORS HLDGS LTD SHS G60754101   959,840 14,000 SH   SOLE   14,000 0 0
MICROSOFT CORP COM 594918104   31,171,657 272,551 SH   SOLE   272,551 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   524,520 9,000 SH   SOLE   9,000 0 0
NEWMONT CORP COM 651639106   2,106,751 69,760 SH   SOLE   69,760 0 0
NEXGEN ENERGY LTD COM 65340P106   2,090,433 1,037,800 SH   SOLE   1,037,800 0 0
NIKE INC CL B 654106103   6,632,389 78,286 SH   SOLE   78,286 0 0
NVIDIA CORPORATION COM 67066G104   7,125,262 25,355 SH   SOLE   25,355 0 0
PEPSICO INC COM 713448108   584,713 5,230 SH   SOLE   5,230 0 0
PFIZER INC COM 717081103   2,890,198 65,582 SH   SOLE   65,582 0 0
PHILIP MORRIS INTL INC COM 718172109   407,700 5,000 SH   SOLE   5,000 0 0
PROCTER AND GAMBLE CO COM 742718109   2,585,872 31,069 SH   SOLE   31,069 0 0
PVH CORPORATION COM 693656100   2,166,000 15,000 SH   SOLE   15,000 0 0
QUALCOMM INC COM 747525103   4,644,422 64,479 SH   SOLE   64,479 0 0
RALPH LAUREN CORP CL A 751212101   1,423,229 10,347 SH   SOLE   10,347 0 0
ROYAL GOLD INC COM 780287108   373,355 4,845 SH   SOLE   4,845 0 0
SEABRIDGE GOLD INC COM 811916105   115,621 9,000 SH   SOLE   9,000 0 0
SIBANYE STILLWATER SPONSORED ADR 825724206   9,295,630 3,733,185 SH   SOLE   3,733,185 0 0
SKECHERS U S A INC CL A 830566105   20,110,996 720,050 SH   SOLE   720,050 0 0
SSR MINING IN COM 784730103   480,901 55,700 SH   SOLE   55,700 0 0
STARBUCKS CORP COM 855244109   2,376,423 41,809 SH   SOLE   41,809 0 0
T MOBILE US INC COM 872590104   19,213,599 273,776 SH   SOLE   273,776 0 0
TAHOE RES INC COM 873868103   184,990 67,400 SH   SOLE   67,400 0 0
TAPESTRY INC COM 876030107   2,017,184 40,127 SH   SOLE   40,127 0 0
TEMPUR SEALY INTL INC COM 88023U101   1,692,800 32,000 SH   SOLE   32,000 0 0
TESLA INC COM 88160R101   2,118,160 8,000 SH   SOLE   8,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   3,373,919 12,682 SH   SOLE   12,682 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   459,270 6,300 SH   SOLE   6,300 0 0
WALMART INC COM 931142103   460,159 4,900 SH   SOLE   4,900 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   6,532,867 375,988 SH   SOLE   375,988 0 0
WYNN RESORTS LTD COM 983134107   889,420 7,000 SH   SOLE   7,000 0 0
YAMANA GOLD INC COM 98462Y100   457,660 184,870 SH   SOLE   184,870 0 0