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   635,950 17,500 SH   SOLE   17,500 0 0
ACUITY BRANDS INC COM 00508Y102   141,252 1,200 SH   SOLE   1,200 0 0
AGNICO EAGLE MINES LTD COM 008474108   334,443 11,522 SH   SOLE   11,522 0 0
ALTERA CORP COM 021441100   5,141,979 143,711 SH   SOLE   143,711 0 0
ANALOG DEVICES INC COM 032654105   915,564 18,500 SH   SOLE   18,500 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206   233,519 19,460 SH   SOLE   19,460 0 0
APPLE INC COM 037833100   137,020 1,360 SH   SOLE   1,360 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406   7,803,599 1,114,800 SH   SOLE   1,114,800 0 0
B2GOLD CORP COM 11777Q209   270,796 132,533 SH   SOLE   132,533 0 0
BARRICK GOLD CORP COM 067901108   1,727,462 117,039 SH   SOLE   117,039 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109   112,807 1,950 SH   SOLE   1,950 0 0
CISCO SYS INC COM 17275R102   1,746,798 69,400 SH   SOLE   69,400 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104   91,759 7,924 SH   SOLE   7,924 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100   2,815,295 49,600 SH   SOLE   49,600 0 0
DISNEY WALT CO COM 254687106   4,163,755 46,768 SH   SOLE   46,768 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103   186,432 23,830 SH   SOLE   23,830 0 0
FLIR SYS INC COM 302445101   10,859,121 346,494 SH   SOLE   346,494 0 0
FRANCO NEV CORP COM 351858105   362,812 7,365 SH   SOLE   7,365 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106   161,896 41,512 SH   SOLE   41,512 0 0
GOLDCORP INC NEW COM 380956409   1,070,654 46,271 SH   SOLE   46,271 0 0
GUESS INC COM 401617105   59,846 2,724 SH   SOLE   2,724 0 0
HARMAN INTL INDS INC COM 413086109   3,982,874 40,625 SH   SOLE   40,625 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300   22,943 10,622 SH   SOLE   10,622 0 0
IAMGOLD CORP COM 450913108   11,506 4,142 SH   SOLE   4,142 0 0
INGRAM MICRO INC CL A 457153104   998,846 38,700 SH   SOLE   38,700 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,031,156 5,432 SH   SOLE   5,432 0 0
ISHARES MSCI ACWI ETF 464288257   5,047,141 85,690 SH   SOLE   0 0 85,690
ISHARES TR MSCI EMG MKT ETF 464287234   5,125,719 123,333 SH   SOLE   0 0 123,333
ISHARES TR RUSSELL 2000 ETF 464287655   2,569,724 23,500 SH   SOLE   0 0 23,500
ISHARES TR CHINA LG-CAP ETF 464287184   1,057,982 27,638 SH   SOLE   0 0 27,638
KINROSS GOLD CORP COM 496902404   433,969 131,506 SH   SOLE   131,506 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105   49,875 3,700 SH   SOLE   3,700 0 0
MICHAEL KORS HLDGS LTD SHS G60754101   958,410 13,425 SH   SOLE   13,425 0 0
MICRON TECHNOLOGY INC COM 595112103   10,454,438 305,150 SH   SOLE   305,150 0 0
MICROSOFT CORP COM 594918104   2,588,046 55,825 SH   SOLE   55,825 0 0
NEW GOLD INC CDA COM 644535106   123,778 24,360 SH   SOLE   24,360 0 0
NEWMONT CORP COM 651639106   461,230 20,010 SH   SOLE   20,010 0 0
NEWMONT CORP COM 651639106   255,854 11,100 SH   SOLE   11,100 0 0
NVIDIA CORPORATION COM 67066G104   24,657,465 1,336,448 SH   SOLE   1,336,448 0 0
ORACLE CORP COM 68389X105   1,339,800 35,000 SH   SOLE   35,000 0 0
PAN AMERN SILVER CORP COM 697900108   121,427 11,059 SH   SOLE   11,059 0 0
PVH CORPORATION COM 693656100   1,256,931 10,375 SH   SOLE   10,375 0 0
RALPH LAUREN CORP CL A 751212101   716,081 4,347 SH   SOLE   4,347 0 0
RANDGOLD RES LTD ADR 752344309   81,107 1,200 SH   SOLE   1,200 0 0
RF MICRODEVICES INC COM 749941100   3,427,380 297,000 SH   SOLE   297,000 0 0
ROYAL GOLD INC COM 780287108   231,511 3,565 SH   SOLE   3,565 0 0
SIBANYE STILLWATER SPONSORED ADR 825724206   110,304 13,000 SH   SOLE   13,000 0 0
SILVER WHEATON CORP COM 828336107   1,610,381 80,438 SH   SOLE   80,438 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   2,728,350 47,000 SH   SOLE   47,000 0 0
TECK RESOURCES LTD CL B 878742204   532,209 28,000 SH   SOLE   28,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   1,021,735 71,500 SH   SOLE   71,500 0 0
YAMANA GOLD INC COM 98462Y100   614,852 102,098 SH   SOLE   102,098 0 0