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   1,345,695 17,772 SH   SOLE   17,772 0 0
ACTIVISION BLIZZARD INC COM 00507V109   6,788,948 128,287 SH   SOLE   128,287 0 0
AGNICO EAGLE MINES LTD COM 008474108   4,660,232 86,902 SH   SOLE   86,902 0 0
AKEBIA THERAPEUTICS INC COM 00972D105   2,149,633 548,376 SH   SOLE   548,376 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   803,489 138,156 SH   SOLE   138,156 0 0
ALPHABET INC CAP STK CL A 02079K305   22,273,593 18,240 SH   SOLE   18,240 0 0
AMAZON COM INC COM 023135106   24,936,347 14,365 SH   SOLE   14,365 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104   5,705,347 533,210 SH   SOLE   533,210 0 0
AMGEN INC COM 031162100   1,244,269 6,430 SH   SOLE   6,430 0 0
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206   3,381,959 185,110 SH   SOLE   185,110 0 0
APPLE INC COM 037833100   17,025,975 76,019 SH   SOLE   76,019 0 0
B2GOLD CORP COM 11777Q209   2,525,091 775,676 SH   SOLE   775,676 0 0
BARRICK GOLD CORP COM 067901108   6,389,735 369,104 SH   SOLE   369,104 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   925,153 18,244 SH   SOLE   18,244 0 0
BROADCOM INC COM 11135F101   4,870,426 17,642 SH   SOLE   17,642 0 0
CAMECO CORP COM 13321L108   605,627 63,739 SH   SOLE   63,739 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   497,400 15,000 SH   SOLE   15,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   1,748,400 40,000 SH   SOLE   40,000 0 0
CELGENE CORP COM 151020104   1,107,890 11,157 SH   SOLE   11,157 0 0
CHILDRENS PL INC COM 168905107   30,867,908 400,934 SH   SOLE   400,934 0 0
CISCO SYS INC COM 17275R102   10,597,753 214,486 SH   SOLE   214,486 0 0
COCA COLA CO COM 191216100   2,246,521 41,266 SH   SOLE   41,266 0 0
ELECTRONIC ARTS INC COM 285512109   5,001,438 51,129 SH   SOLE   51,129 0 0
ETHAN ALLEN INTERIORS INC COM 297602104   764,000 40,000 SH   SOLE   40,000 0 0
FLIR SYS INC COM 302445101   8,341,930 158,622 SH   SOLE   158,622 0 0
FRANCO NEV CORP COM 351858105   1,238,677 13,585 SH   SOLE   13,585 0 0
G-III APPAREL GROUP LTD COM 36237H101   1,030,800 40,000 SH   SOLE   40,000 0 0
GILEAD SCIENCES INC COM 375558103   917,362 14,474 SH   SOLE   14,474 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   660,000 60,000 SH   SOLE   0 0 60,000
GRUBHUB INC COM 400110102   140,525 2,500 SH   SOLE   2,500 0 0
GUESS INC COM 401617105   833,850 45,000 SH   SOLE   45,000 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300   1,234,445 434,664 SH   SOLE   434,664 0 0
HOME DEPOT INC COM 437076102   127,843 551 SH   SOLE   551 0 0
INTEL CORP COM 458140100   10,712,159 207,882 SH   SOLE   207,882 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   7,727,065 363,114 SH   SOLE   363,114 0 0
ISHARES INC CORE MSCI EMKT 46434G103   3,598,068 73,400 SH   SOLE   0 0 73,400
ISHARES INC MSCI MEXICO ETF 464286822   2,682,816 62,800 SH   SOLE   0 0 62,800
ISHARES INC JP MORGAN EM ETF 464286517   884,200 20,000 SH   SOLE   0 0 20,000
ISHARES TR CORE S&P500 ETF 464287200   20,282,941 67,945 SH   SOLE   0 0 67,945
ISHARES TR MSCI EMG MKT ETF 464287234   14,240,865 348,443 SH   SOLE   0 0 348,443
JOHNSON & JOHNSON COM 478160104   3,181,712 24,592 SH   SOLE   24,592 0 0
KINROSS GOLD CORP COM 496902404   2,052,593 445,506 SH   SOLE   445,506 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100   2,079,123 46,381 SH   SOLE   46,381 0 0
KRAFT HEINZ CO COM 500754106   162,023 5,800 SH   SOLE   5,800 0 0
KROGER CO COM 501044101   195,928 7,600 SH   SOLE   7,600 0 0
LAS VEGAS SANDS CORP COM 517834107   1,732,800 30,000 SH   SOLE   30,000 0 0
LAUDER ESTEE COS INC CL A 518439104   3,979,000 20,000 SH   SOLE   20,000 0 0
LG DISPLAY CO LTD SPONS ADR REP 50186V102   2,227,959 374,447 SH   SOLE   374,447 0 0
LULULEMON ATHLETICA INC COM 550021109   1,540,240 8,000 SH   SOLE   8,000 0 0
MACYS INC COM 55616P104   122,766 7,900 SH   SOLE   7,900 0 0
MAG SILVER CORP COM 55903Q104   2,716,253 255,416 SH   SOLE   255,416 0 0
MCDONALDS CORP COM 580135101   3,151,298 14,677 SH   SOLE   14,677 0 0
MERCK & CO INC COM 58933Y105   2,539,121 30,163 SH   SOLE   30,163 0 0
META PLATFORMS INC CL A 30303M102   8,904,000 50,000 SH   SOLE   50,000 0 0
MICROSOFT CORP COM 594918104   32,000,396 230,169 SH   SOLE   230,169 0 0
NETFLIX INC COM 64110L106   5,861,145 21,901 SH   SOLE   21,901 0 0
NEWMONT CORP COM 651639106   3,680,173 97,051 SH   SOLE   97,051 0 0
NEXGEN ENERGY LTD COM 65340P106   1,789,922 1,377,800 SH   SOLE   1,377,800 0 0
NIKE INC CL B 654106103   3,568,960 38,000 SH   SOLE   38,000 0 0
NOVAGOLD RES INC COM NEW 66987E206   1,264,674 208,000 SH   SOLE   208,000 0 0
NVIDIA CORPORATION COM 67066G104   4,413,544 25,355 SH   SOLE   25,355 0 0
PEPSICO INC COM 713448108   717,033 5,230 SH   SOLE   5,230 0 0
PFIZER INC COM 717081103   2,356,361 65,582 SH   SOLE   65,582 0 0
PROCTER AND GAMBLE CO COM 742718109   1,213,700 9,758 SH   SOLE   9,758 0 0
PVH CORPORATION COM 693656100   1,764,600 20,000 SH   SOLE   20,000 0 0
QUALCOMM INC COM 747525103   4,847,441 63,548 SH   SOLE   63,548 0 0
RALPH LAUREN CORP CL A 751212101   954,700 10,000 SH   SOLE   10,000 0 0
SEABRIDGE GOLD INC COM 811916105   214,814 17,000 SH   SOLE   17,000 0 0
SIBANYE STILLWATER SPONSORED ADR 825724206   6,126,089 1,134,461 SH   SOLE   1,134,461 0 0
SSR MINING IN COM 784730103   1,301,485 89,700 SH   SOLE   89,700 0 0
STARBUCKS CORP COM 855244109   3,696,751 41,809 SH   SOLE   41,809 0 0
TAPESTRY INC COM 876030107   651,250 25,000 SH   SOLE   25,000 0 0
TECK RESOURCES LTD CL B 878742204   1,187,974 73,224 SH   SOLE   73,224 0 0
TEMPUR SEALY INTL INC COM 88023U101   772,000 10,000 SH   SOLE   10,000 0 0
TESLA INC COM 88160R101   1,686,090 7,000 SH   SOLE   7,000 0 0
TIFFANY & CO NEW COM 886547108   1,204,190 13,000 SH   SOLE   13,000 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   18,739,927 965,478 SH   SOLE   965,478 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,756,052 12,682 SH   SOLE   12,682 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   7,796,360 28,600 SH   SOLE   0 0 28,600
WALGREENS BOOTS ALLIANCE INC COM 931427108   171,461 3,100 SH   SOLE   3,100 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   6,664,422 253,988 SH   SOLE   253,988 0 0
WYNN RESORTS LTD COM 983134107   1,522,080 14,000 SH   SOLE   14,000 0 0
YAMANA GOLD INC COM 98462Y100   2,061,556 649,870 SH   SOLE   649,870 0 0
YELP INC CL A 985817105   5,212,708 150,006 SH   SOLE   150,006 0 0