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
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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
ABBVIE INC COM 00287Y109   1,292,379 17,772 SH   SOLE   17,772 0 0
ACTIVISION BLIZZARD INC COM 00507V109   6,055,146 128,287 SH   SOLE   128,287 0 0
AGNICO EAGLE MINES LTD COM 008474108   4,372,797 85,316 SH   SOLE   85,316 0 0
AKEBIA THERAPEUTICS INC COM 00972D105   2,654,139 548,376 SH   SOLE   548,376 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   441,188 73,156 SH   SOLE   73,156 0 0
ALPHABET INC CAP STK CL A 02079K305   19,750,272 18,240 SH   SOLE   18,240 0 0
AMAZON COM INC COM 023135106   27,201,994 14,365 SH   SOLE   14,365 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104   14,704,406 1,576,035 SH   SOLE   1,576,035 0 0
AMGEN INC COM 031162100   1,184,920 6,430 SH   SOLE   6,430 0 0
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206   2,566,599 144,110 SH   SOLE   144,110 0 0
APPLE INC COM 037833100   11,875,199 60,000 SH   SOLE   60,000 0 0
AQUANTIA CORP COM 03842Q108   6,430,213 493,493 SH   SOLE   493,493 0 0
B2GOLD CORP COM 11777Q209   3,410,491 1,122,500 SH   SOLE   1,122,500 0 0
BARRICK GOLD CORP COM 067901108   15,159,120 960,696 SH   SOLE   960,696 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   827,365 18,244 SH   SOLE   18,244 0 0
BROADCOM INC COM 11135F101   5,078,426 17,642 SH   SOLE   17,642 0 0
CAMECO CORP COM 13321L108   522,385 48,739 SH   SOLE   48,739 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   520,199 15,000 SH   SOLE   15,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   2,095,401 45,014 SH   SOLE   45,014 0 0
CELGENE CORP COM 151020104   1,031,353 11,157 SH   SOLE   11,157 0 0
CHILDRENS PL INC COM 168905107   31,125,450 326,331 SH   SOLE   326,331 0 0
CISCO SYS INC COM 17275R102   11,738,818 214,486 SH   SOLE   214,486 0 0
COCA COLA CO COM 191216100   2,310,036 45,366 SH   SOLE   45,366 0 0
COEUR MNG INC COM NEW 192108504   347,199 80,000 SH   SOLE   80,000 0 0
ELECTRONIC ARTS INC COM 285512109   5,177,322 51,129 SH   SOLE   51,129 0 0
FLIR SYS INC COM 302445101   8,581,450 158,622 SH   SOLE   158,622 0 0
FRANCO NEV CORP COM 351858105   1,263,007 14,885 SH   SOLE   14,885 0 0
G-III APPAREL GROUP LTD COM 36237H101   2,500,699 85,000 SH   SOLE   85,000 0 0
GILEAD SCIENCES INC COM 375558103   977,863 14,474 SH   SOLE   14,474 0 0
GRUBHUB INC COM 400110102   194,974 2,500 SH   SOLE   2,500 0 0
GUESS INC COM 401617105   1,130,500 70,000 SH   SOLE   70,000 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300   385,137 169,664 SH   SOLE   169,664 0 0
HOME DEPOT INC COM 437076102   114,591 551 SH   SOLE   551 0 0
HUDBAY MINERALS INC COM 443628102   297,684 55,000 SH   SOLE   55,000 0 0
IAMGOLD CORP COM 450913108   1,626,658 481,000 SH   SOLE   481,000 0 0
INTEL CORP COM 458140100   9,951,311 207,882 SH   SOLE   207,882 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   8,446,031 363,114 SH   SOLE   363,114 0 0
ISHARES INC CORE MSCI EMKT 46434G103   3,775,696 73,400 SH   SOLE   0 0 73,400
ISHARES INC MSCI MEXICO ETF 464286822   2,724,263 62,800 SH   SOLE   0 0 62,800
ISHARES TR MSCI EMG MKT ETF 464287234   15,344,701 357,602 SH   SOLE   0 0 357,602
ISHARES TR CORE S&P500 ETF 464287200   13,607,428 46,166 SH   SOLE   0 0 46,166
JOHNSON & JOHNSON COM 478160104   3,425,173 24,592 SH   SOLE   24,592 0 0
KINROSS GOLD CORP COM 496902404   1,392,549 360,506 SH   SOLE   360,506 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100   1,249,175 29,003 SH   SOLE   29,003 0 0
KRAFT HEINZ CO COM 500754106   180,032 5,800 SH   SOLE   5,800 0 0
KROGER CO COM 501044101   164,996 7,600 SH   SOLE   7,600 0 0
LAS VEGAS SANDS CORP COM 517834107   1,772,699 30,000 SH   SOLE   30,000 0 0
LAUDER ESTEE COS INC CL A 518439104   3,662,199 20,000 SH   SOLE   20,000 0 0
LG DISPLAY CO LTD SPONS ADR REP 50186V102   2,901,964 374,447 SH   SOLE   374,447 0 0
LULULEMON ATHLETICA INC COM 550021109   1,802,099 10,000 SH   SOLE   10,000 0 0
MACYS INC COM 55616P104   813,334 37,900 SH   SOLE   37,900 0 0
MAG SILVER CORP COM 55903Q104   2,972,483 281,750 SH   SOLE   281,750 0 0
MCDONALDS CORP COM 580135101   3,047,825 14,677 SH   SOLE   14,677 0 0
MERCK & CO INC COM 58933Y105   2,529,167 30,163 SH   SOLE   30,163 0 0
META PLATFORMS INC CL A 30303M102   9,649,999 50,000 SH   SOLE   50,000 0 0
MICROSOFT CORP COM 594918104   30,833,439 230,169 SH   SOLE   230,169 0 0
NEWMONT CORP COM 651639106   7,289,218 189,478 SH   SOLE   189,478 0 0
NEXGEN ENERGY LTD COM 65340P106   1,912,076 1,227,800 SH   SOLE   1,227,800 0 0
NIKE INC CL B 654106103   3,190,100 38,000 SH   SOLE   38,000 0 0
NVIDIA CORPORATION COM 67066G104   4,164,051 25,355 SH   SOLE   25,355 0 0
PEPSICO INC COM 713448108   685,809 5,230 SH   SOLE   5,230 0 0
PFIZER INC COM 717081103   2,841,012 65,582 SH   SOLE   65,582 0 0
PROCTER AND GAMBLE CO COM 742718109   1,069,964 9,758 SH   SOLE   9,758 0 0
PVH CORPORATION COM 693656100   2,366,000 25,000 SH   SOLE   25,000 0 0
QUALCOMM INC COM 747525103   4,834,096 63,548 SH   SOLE   63,548 0 0
RALPH LAUREN CORP CL A 751212101   1,703,849 15,000 SH   SOLE   15,000 0 0
ROYAL GOLD INC COM 780287108   763,038 7,445 SH   SOLE   7,445 0 0
SEABRIDGE GOLD INC COM 811916105   229,704 17,000 SH   SOLE   17,000 0 0
SIBANYE STILLWATER SPONSORED ADR 825724206   6,021,950 1,267,779 SH   SOLE   1,267,779 0 0
SKECHERS U S A INC CL A 830566105   1,111,911 35,310 SH   SOLE   35,310 0 0
SSR MINING IN COM 784730103   1,445,974 105,700 SH   SOLE   105,700 0 0
STARBUCKS CORP COM 855244109   3,504,848 41,809 SH   SOLE   41,809 0 0
TAPESTRY INC COM 876030107   793,249 25,000 SH   SOLE   25,000 0 0
TECK RESOURCES LTD CL B 878742204   1,534,135 66,500 SH   SOLE   66,500 0 0
TEMPUR SEALY INTL INC COM 88023U101   1,100,549 15,000 SH   SOLE   15,000 0 0
TESLA INC COM 88160R101   1,564,220 7,000 SH   SOLE   7,000 0 0
TIFFANY & CO NEW COM 886547108   936,399 10,000 SH   SOLE   10,000 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   943,799 55,000 SH   SOLE   55,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   3,094,534 12,682 SH   SOLE   12,682 0 0
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504   539,213 3,100 SH   SOLE   0 0 3,100
WALGREENS BOOTS ALLIANCE INC COM 931427108   169,477 3,100 SH   SOLE   3,100 0 0
WALMART INC COM 931142103   209,930 1,900 SH   SOLE   1,900 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   5,777,922 238,988 SH   SOLE   238,988 0 0
WYNN RESORTS LTD COM 983134107   1,735,860 14,000 SH   SOLE   14,000 0 0
YAMANA GOLD INC COM 98462Y100   1,951,205 769,870 SH   SOLE   769,870 0 0
YELP INC CL A 985817105   18,387,267 537,954 SH   SOLE   537,954 0 0