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   2,161,727 22,018 SH   SOLE   22,018 0 0
ACTIVISION BLIZZARD INC COM 00507V109   15,179,924 199,999 SH   SOLE   199,999 0 0
AGNICO EAGLE MINES LTD COM 008474108   4,789,146 75,402 SH   SOLE   75,402 0 0
AKEBIA THERAPEUTICS INC COM 00972D105   8,519,168 627,332 SH   SOLE   627,332 0 0
ALPHABET INC CAP STK CL A 02079K305   13,845,840 9,764 SH   SOLE   9,764 0 0
AMAZON COM INC COM 023135106   27,588,199 10,000 SH   SOLE   10,000 0 0
AMGEN INC COM 031162100   1,516,579 6,430 SH   SOLE   6,430 0 0
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206   4,099,139 139,001 SH   SOLE   139,001 0 0
APPLE INC COM 037833100   11,304,057 30,987 SH   SOLE   30,987 0 0
B2GOLD CORP COM 11777Q209   2,767,691 490,676 SH   SOLE   490,676 0 0
BARRICK GOLD CORP COM 067901108   13,676,860 512,426 SH   SOLE   512,426 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,728,778 29,401 SH   SOLE   29,401 0 0
BROADCOM INC COM 11135F101   5,567,991 17,642 SH   SOLE   17,642 0 0
CAMECO CORP COM 13321L108   1,553,441 152,739 SH   SOLE   152,739 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   125,040 8,000 SH   SOLE   8,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   328,400 20,000 SH   SOLE   20,000 0 0
CHILDRENS PL INC COM 168905107   12,779,902 341,526 SH   SOLE   341,526 0 0
CISCO SYS INC COM 17275R102   10,003,627 214,486 SH   SOLE   214,486 0 0
COCA COLA CO COM 191216100   1,077,056 24,106 SH   SOLE   24,106 0 0
ELECTRONIC ARTS INC COM 285512109   14,525,500 110,000 SH   SOLE   110,000 0 0
EQUINOX GOLD CORP COM 29446Y502   1,208,937 109,000 SH   SOLE   109,000 0 0
ETHAN ALLEN INTERIORS INC COM 297602104   236,600 20,000 SH   SOLE   20,000 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103   1,943,146 197,000 SH   SOLE   197,000 0 0
FLIR SYS INC COM 302445101   6,427,261 158,424 SH   SOLE   158,424 0 0
FRANCO NEV CORP COM 351858105   2,360,481 17,035 SH   SOLE   17,035 0 0
FUNKO INC COM CL A 361008105   3,746,672 645,978 SH   SOLE   645,978 0 0
GILEAD SCIENCES INC COM 375558103   1,113,629 14,474 SH   SOLE   14,474 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106   2,961,000 315,000 SH   SOLE   315,000 0 0
GUESS INC COM 401617105   628,550 65,000 SH   SOLE   65,000 0 0
HASBRO INC COM 418056107   11,498,004 153,409 SH   SOLE   153,409 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   550,875 7,500 SH   SOLE   7,500 0 0
HOME DEPOT INC COM 437076102   138,031 551 SH   SOLE   551 0 0
INTEL CORP COM 458140100   12,437,580 207,882 SH   SOLE   207,882 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   8,647,641 339,923 SH   SOLE   339,923 0 0
ISHARES INC CORE MSCI EMKT 46434G103   4,308,323 90,511 SH   SOLE   0 0 90,511
ISHARES INC MSCI WORLD ETF 464286392   1,179,391 12,800 SH   SOLE   0 0 12,800
ISHARES TR CORE S&P500 ETF 464287200   47,414,468 153,103 SH   SOLE   0 0 153,103
ISHARES TR MSCI EMG MKT ETF 464287234   17,111,880 427,904 SH   SOLE   0 0 427,904
JOHNSON & JOHNSON COM 478160104   2,988,950 21,254 SH   SOLE   21,254 0 0
KINROSS GOLD CORP COM 496902404   3,046,753 425,506 SH   SOLE   425,506 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100   10,013,758 245,177 SH   SOLE   245,177 0 0
LAS VEGAS SANDS CORP COM 517834107   865,259 19,000 SH   SOLE   19,000 0 0
LAUDER ESTEE COS INC CL A 518439104   2,075,479 11,000 SH   SOLE   11,000 0 0
LULULEMON ATHLETICA INC COM 550021109   936,030 3,000 SH   SOLE   3,000 0 0
MAG SILVER CORP COM 55903Q104   5,173,435 369,554 SH   SOLE   369,554 0 0
MARRIOTT INTL INC NEW CL A 571903202   600,110 7,000 SH   SOLE   7,000 0 0
MERCK & CO INC COM 58933Y105   1,767,995 22,863 SH   SOLE   22,863 0 0
META PLATFORMS INC CL A 30303M102   11,341,011 49,945 SH   SOLE   49,945 0 0
MICROSOFT CORP COM 594918104   25,552,512 125,559 SH   SOLE   125,559 0 0
NETFLIX INC COM 64110L106   9,951,269 21,869 SH   SOLE   21,869 0 0
NEWMONT CORP COM 651639106   8,448,007 136,832 SH   SOLE   136,832 0 0
NEXGEN ENERGY LTD COM 65340P106   2,294,852 1,774,500 SH   SOLE   1,774,500 0 0
NIKE INC CL B 654106103   2,157,100 22,000 SH   SOLE   22,000 0 0
NVIDIA CORPORATION COM 67066G104   9,632,618 25,355 SH   SOLE   25,355 0 0
PEPSICO INC COM 713448108   691,719 5,230 SH   SOLE   5,230 0 0
PFIZER INC COM 717081103   1,601,907 48,988 SH   SOLE   48,988 0 0
PROCTER AND GAMBLE CO COM 742718109   1,798,571 15,042 SH   SOLE   15,042 0 0
PVH CORPORATION COM 693656100   720,750 15,000 SH   SOLE   15,000 0 0
QUALCOMM INC COM 747525103   5,796,213 63,548 SH   SOLE   63,548 0 0
RALPH LAUREN CORP CL A 751212101   145,039 2,000 SH   SOLE   2,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107   436,554 700 SH   SOLE   700 0 0
SEABRIDGE GOLD INC COM 811916105   296,115 17,000 SH   SOLE   17,000 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   9,765,711 1,128,984 SH   SOLE   1,128,984 0 0
SILVERCREST METALS INC COM 828363101   1,961,089 215,587 SH   SOLE   215,587 0 0
SSR MINING IN COM 784730103   2,191,960 103,700 SH   SOLE   103,700 0 0
TAPESTRY INC COM 876030107   132,800 10,000 SH   SOLE   10,000 0 0
TECK RESOURCES LTD CL B 878742204   324,409 31,224 SH   SOLE   31,224 0 0
TEMPUR SEALY INTL INC COM 88023U101   719,500 10,000 SH   SOLE   10,000 0 0
TESLA INC COM 88160R101   3,995,297 3,700 SH   SOLE   3,700 0 0
TIFFANY & CO NEW COM 886547108   914,549 7,500 SH   SOLE   7,500 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   61,880 3,534 SH   SOLE   3,534 0 0
TPI COMPOSITES INC COM 87266J104   12,185,468 521,415 SH   SOLE   521,415 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,039,874 6,916 SH   SOLE   6,916 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   9,427,954 216,105 SH   SOLE   216,105 0 0
WYNN RESORTS LTD COM 983134107   595,919 8,000 SH   SOLE   8,000 0 0
YAMANA GOLD INC COM 98462Y100   3,037,894 563,392 SH   SOLE   563,392 0 0
YELP INC CL A 985817105   7,621,404 329,503 SH   SOLE   329,503 0 0