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
ABERCROMBIE & FITCH CO CL A 002896207   739,575 17,100 SH   SOLE   17,100 0 0
ACUITY BRANDS INC COM 00508Y102   179,724 1,300 SH   SOLE   1,300 0 0
AGNICO EAGLE MINES LTD COM 008474108   211,161 5,522 SH   SOLE   5,522 0 0
ALTERA CORP COM 021441100   2,923,698 84,111 SH   SOLE   84,111 0 0
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206   248,856 14,460 SH   SOLE   14,460 0 0
APPLE INC COM 037833100   1,292,191 13,905 SH   SOLE   13,905 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406   9,123,640 844,000 SH   SOLE   844,000 0 0
B2GOLD CORP COM 11777Q209   121,545 41,760 SH   SOLE   41,760 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06742E711   2,127,840 74,400 SH   SOLE   0 0 74,400
BARRICK GOLD CORP COM 067901108   622,472 34,039 SH   SOLE   34,039 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109   132,990 1,950 SH   SOLE   1,950 0 0
CISCO SYS INC COM 17275R102   12,104,435 487,100 SH   SOLE   487,100 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104   172,709 14,624 SH   SOLE   14,624 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100   3,682,299 57,500 SH   SOLE   57,500 0 0
DISNEY WALT CO COM 254687106   2,920,990 34,068 SH   SOLE   34,068 0 0
ELDORADO GOLD CORP NEW COM 284902103   202,832 26,560 SH   SOLE   26,560 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103   160,025 14,830 SH   SOLE   14,830 0 0
FLIR SYS INC COM 302445101   1,180,820 34,000 SH   SOLE   34,000 0 0
FRANCO NEV CORP COM 351858105   233,015 4,065 SH   SOLE   4,065 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106   284,475 76,472 SH   SOLE   76,472 0 0
GOLDCORP INC NEW COM 380956409   551,026 19,771 SH   SOLE   19,771 0 0
GUESS INC COM 401617105   73,547 2,724 SH   SOLE   2,724 0 0
HARMAN INTL INDS INC COM 413086109   3,974,910 37,000 SH   SOLE   37,000 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300   96,887 32,622 SH   SOLE   32,622 0 0
IAMGOLD CORP COM 450913108   53,993 13,142 SH   SOLE   13,142 0 0
INGRAM MICRO INC CL A 457153104   1,372,869 47,000 SH   SOLE   47,000 0 0
INTEL CORP COM 458140100   1,114,872 36,080 SH   SOLE   36,080 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   984,658 5,432 SH   SOLE   5,432 0 0
INTERNATIONAL RECTIFIER CORP COM 460254105   3,250,350 116,500 SH   SOLE   116,500 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   10,101,424 233,667 SH   SOLE   0 0 233,667
ISHARES TR RUSSELL 2000 ETF 464287655   3,992,016 33,600 SH   SOLE   0 0 33,600
ISHARES TR CHINA LG-CAP ETF 464287184   1,023,711 27,638 SH   SOLE   0 0 27,638
KINROSS GOLD CORP COM 496902404   196,674 47,506 SH   SOLE   47,506 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105   53,020 3,700 SH   SOLE   3,700 0 0
MICHAEL KORS HLDGS LTD SHS G60754101   4,354,931 49,125 SH   SOLE   49,125 0 0
MICRON TECHNOLOGY INC COM 595112103   2,624,467 79,650 SH   SOLE   79,650 0 0
MICROSOFT CORP COM 594918104   3,699,832 88,725 SH   SOLE   88,725 0 0
NEW GOLD INC CDA COM 644535106   179,685 28,360 SH   SOLE   28,360 0 0
NEWMONT CORP COM 651639106   702,398 27,610 SH   SOLE   27,610 0 0
NVIDIA CORPORATION COM 67066G104   21,169,861 1,141,848 SH   SOLE   1,141,848 0 0
ORACLE CORP COM 68389X105   6,213,249 153,300 SH   SOLE   153,300 0 0
PAN AMERN SILVER CORP COM 697900108   62,305 4,059 SH   SOLE   4,059 0 0
PVH CORPORATION COM 693656100   1,209,724 10,375 SH   SOLE   10,375 0 0
QUALCOMM INC COM 747525103   3,864,960 48,800 SH   SOLE   48,800 0 0
RALPH LAUREN CORP CL A 751212101   698,519 4,347 SH   SOLE   4,347 0 0
RF MICRODEVICES INC COM 749941100   2,541,350 265,000 SH   SOLE   265,000 0 0
ROYAL GOLD INC COM 780287108   256,143 3,365 SH   SOLE   3,365 0 0
SILVER WHEATON CORP COM 828336107   655,356 24,938 SH   SOLE   24,938 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   5,447,359 116,000 SH   SOLE   116,000 0 0
TECK RESOURCES LTD CL B 878742204   501,555 22,000 SH   SOLE   22,000 0 0
YAMANA GOLD INC COM 98462Y100   198,013 24,098 SH   SOLE   24,098 0 0