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
ABBOTT LABS COM 002824100   1,921,324 17,500 SH   SOLE   17,500 0 0
ABBVIE INC COM 00287Y109   4,085,985 25,283 SH   SOLE   25,283 0 0
ADOBE INC COM 00724F101   7,403,660 22,000 SH   SOLE   22,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   5,829,300 90,000 SH   SOLE   90,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   374,125 2,500 SH   SOLE   2,500 0 0
AGNICO EAGLE MINES LTD COM 008474108   11,290,916 217,439 SH   SOLE   217,439 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   1,517,400 18,000 SH   SOLE   18,000 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   2,707,722 268,000 SH   SOLE   268,000 0 0
ALCOA CORP COM 013872106   318,289 7,000 SH   SOLE   7,000 0 0
ALPHABET INC CAP STK CL A 02079K305   10,587,599 120,000 SH   SOLE   120,000 0 0
AMAZON COM INC COM 023135106   10,499,999 125,000 SH   SOLE   125,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   1,375,133 9,022 SH   SOLE   9,022 0 0
AMGEN INC COM 031162100   919,240 3,500 SH   SOLE   3,500 0 0
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206   5,291,949 272,500 SH   SOLE   272,500 0 0
APPLE INC COM 037833100   18,839,850 145,000 SH   SOLE   145,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   2,321,250 25,000 SH   SOLE   25,000 0 0
ATLASSIAN CORPORATION CL A 049468101   1,286,800 10,000 SH   SOLE   10,000 0 0
B2GOLD CORP COM 11777Q209   2,513,299 708,000 SH   SOLE   708,000 0 0
BARRICK GOLD CORP COM 067901108   16,249,268 948,621 SH   SOLE   948,621 0 0
BAXTER INTL INC COM 071813109   815,519 16,000 SH   SOLE   16,000 0 0
BECTON DICKINSON & CO COM 075887109   762,899 3,000 SH   SOLE   3,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   786,589 17,000 SH   SOLE   17,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,654,850 23,000 SH   SOLE   23,000 0 0
BROADCOM INC COM 11135F101   5,591,300 10,000 SH   SOLE   10,000 0 0
BUNGE LIMITED COM G16962105   787,185 7,890 SH   SOLE   7,890 0 0
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106   355,428 20,000 SH   SOLE   20,000 0 0
CANADIAN NAT RES LTD COM 136385101   2,913,300 52,500 SH   SOLE   52,500 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   1,719,599 30,000 SH   SOLE   30,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   644,800 80,000 SH   SOLE   80,000 0 0
CENOVUS ENERGY INC COM 15135U109   969,384 50,000 SH   SOLE   50,000 0 0
CENTERRA GOLD INC COM 152006102   750,156 145,000 SH   SOLE   145,000 0 0
CHEVRON CORP NEW COM 166764100   15,655,656 87,223 SH   SOLE   87,223 0 0
CISCO SYS INC COM 17275R102   2,381,999 50,000 SH   SOLE   50,000 0 0
CLEAN HARBORS INC COM 184496107   2,102,546 18,424 SH   SOLE   18,424 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104   1,184,117 158,942 SH   SOLE   158,942 0 0
CONOCOPHILLIPS COM 20825C104   7,316,000 62,000 SH   SOLE   62,000 0 0
CORTEVA INC COM 22052L104   1,745,648 29,698 SH   SOLE   29,698 0 0
COTERRA ENERGY INC COM 127097103   712,530 29,000 SH   SOLE   29,000 0 0
CVS HEALTH CORP COM 126650100   1,491,039 16,000 SH   SOLE   16,000 0 0
DANAHER CORPORATION COM 235851102   1,990,649 7,500 SH   SOLE   7,500 0 0
DEVON ENERGY CORP NEW COM 25179M103   1,535,351 24,961 SH   SOLE   24,961 0 0
DEXCOM INC COM 252131107   226,479 2,000 SH   SOLE   2,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109   957,460 7,000 SH   SOLE   7,000 0 0
DRDGOLD LIMITED SPON ADR REPSTG 26152H301   4,614,084 623,525 SH   SOLE   623,525 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   537,192 7,200 SH   SOLE   7,200 0 0
ELECTRONIC ARTS INC COM 285512109   1,588,339 13,000 SH   SOLE   13,000 0 0
ELEVANCE HEALTH INC COM 036752103   1,179,831 2,300 SH   SOLE   2,300 0 0
ELI LILLY & CO COM 532457108   2,743,799 7,500 SH   SOLE   7,500 0 0
EOG RES INC COM 26875P101   3,885,600 30,000 SH   SOLE   30,000 0 0
EQUINOX GOLD CORP COM 29446Y502   1,134,116 346,887 SH   SOLE   346,887 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105   1,495,692 37,770 SH   SOLE   37,770 0 0
EXXON MOBIL CORP COM 30231G102   15,508,069 140,599 SH   SOLE   140,599 0 0
FARFETCH LTD ORD SH CL A 30744W107   236,500 50,000 SH   SOLE   50,000 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103   1,402,732 168,500 SH   SOLE   168,500 0 0
FORTINET INC COM 34959E109   1,393,365 28,500 SH   SOLE   28,500 0 0
FORTUNA SILVER MINES INC COM 349915108   2,525,248 672,234 SH   SOLE   672,234 0 0
FRANCO NEV CORP COM 351858105   12,281,748 90,164 SH   SOLE   90,164 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,527,000 66,500 SH   SOLE   66,500 0 0
GILEAD SCIENCES INC COM 375558103   171,700 2,000 SH   SOLE   2,000 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300   1,227,400 361,000 SH   SOLE   361,000 0 0
HECLA MNG CO COM 422704106   3,328,772 598,700 SH   SOLE   598,700 0 0
HESS CORP COM 42809H107   1,468,546 10,355 SH   SOLE   10,355 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   2,527,199 20,000 SH   SOLE   20,000 0 0
HUDBAY MINERALS INC COM 443628102   478,735 94,836 SH   SOLE   94,836 0 0
IDEXX LABS INC COM 45168D104   448,755 1,100 SH   SOLE   1,100 0 0
ILLUMINA INC COM 452327109   606,599 3,000 SH   SOLE   3,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   530,700 2,000 SH   SOLE   2,000 0 0
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649   24,096,599 220,000 SH   SOLE   0 0 220,000
IQVIA HLDGS INC COM 46266C105   266,356 1,300 SH   SOLE   1,300 0 0
ISHARES INC MSCI WORLD ETF 464286392   2,829,575 25,900 SH   SOLE   0 0 25,900
ISHARES INC CORE MSCI EMKT 46434G103   2,166,506 46,392 SH   SOLE   0 0 46,392
ISHARES TR CORE S&P500 ETF 464287200   198,378,765 516,329 SH   SOLE   0 0 516,329
ISHARES TR MSCI EMG MKT ETF 464287234   15,547,868 410,234 SH   SOLE   0 0 410,234
JOHNSON & JOHNSON COM 478160104   5,842,522 33,074 SH   SOLE   33,074 0 0
KINROSS GOLD CORP COM 496902404   3,295,768 809,006 SH   SOLE   809,006 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   329,672 1,400 SH   SOLE   1,400 0 0
LAS VEGAS SANDS CORP COM 517834107   2,403,499 50,000 SH   SOLE   50,000 0 0
LAUDER ESTEE COS INC CL A 518439104   6,326,805 25,500 SH   SOLE   25,500 0 0
LULULEMON ATHLETICA INC COM 550021109   2,883,420 9,000 SH   SOLE   9,000 0 0
MAG SILVER CORP COM 55903Q104   3,479,536 222,918 SH   SOLE   222,918 0 0
MARATHON OIL CORP COM 565849106   812,100 30,000 SH   SOLE   30,000 0 0
MARATHON PETE CORP COM 56585A102   3,933,982 33,800 SH   SOLE   33,800 0 0
MARRIOTT INTL INC NEW CL A 571903202   3,275,580 22,000 SH   SOLE   22,000 0 0
MERCK & CO INC COM 58933Y105   4,146,867 37,376 SH   SOLE   37,376 0 0
META PLATFORMS INC CL A 30303M102   7,822,099 65,000 SH   SOLE   65,000 0 0
MICRON TECHNOLOGY INC COM 595112103   6,497,400 130,000 SH   SOLE   130,000 0 0
MICROSOFT CORP COM 594918104   20,384,699 85,000 SH   SOLE   85,000 0 0
MODERNA INC COM 60770K107   269,430 1,500 SH   SOLE   1,500 0 0
MOSAIC CO NEW COM 61945C103   833,529 19,000 SH   SOLE   19,000 0 0
NETFLIX INC COM 64110L106   2,359,040 8,000 SH   SOLE   8,000 0 0
NEWMONT CORP COM 651639106   14,870,690 315,057 SH   SOLE   315,057 0 0
NEXGEN ENERGY LTD COM 65340P106   456,660 103,300 SH   SOLE   103,300 0 0
NIKE INC CL B 654106103   4,446,379 38,000 SH   SOLE   38,000 0 0
NIO INC SPON ADS 62914V106   975,000 100,000 SH   SOLE   100,000 0 0
NUCOR CORP COM 670346105   2,051,490 15,564 SH   SOLE   15,564 0 0
NUTRIEN LTD COM 67077M108   1,823,822 25,000 SH   SOLE   25,000 0 0
NVIDIA CORPORATION COM 67066G104   6,868,579 47,000 SH   SOLE   47,000 0 0
OCCIDENTAL PETE CORP COM 674599105   2,992,025 47,500 SH   SOLE   47,500 0 0
ORGANON & CO COMMON STOCK 68622V106   27,538 986 SH   SOLE   986 0 0
PAN AMERN SILVER CORP COM 697900108   2,252,433 138,100 SH   SOLE   138,100 0 0
PAYPAL HLDGS INC COM 70450Y103   6,765,900 95,000 SH   SOLE   95,000 0 0
PFIZER INC COM 717081103   4,328,960 84,484 SH   SOLE   84,484 0 0
PIONEER NAT RES CO COM 723787107   2,375,255 10,400 SH   SOLE   10,400 0 0
PVH CORPORATION COM 693656100   494,129 7,000 SH   SOLE   7,000 0 0
QUALCOMM INC COM 747525103   5,167,180 47,000 SH   SOLE   47,000 0 0
RALPH LAUREN CORP CL A 751212101   528,350 5,000 SH   SOLE   5,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107   432,894 600 SH   SOLE   600 0 0
REPUBLIC SVCS INC COM 760759100   1,515,245 11,747 SH   SOLE   11,747 0 0
ROYAL GOLD INC COM 780287108   4,486,255 39,800 SH   SOLE   39,800 0 0
SALESFORCE INC COM 79466L302   5,303,599 40,000 SH   SOLE   40,000 0 0
SEABRIDGE GOLD INC COM 811916105   213,286 17,000 SH   SOLE   17,000 0 0
SILVERCREST METALS INC COM 828363101   1,692,747 283,166 SH   SOLE   283,166 0 0
SSR MINING IN COM 784730103   2,757,516 176,328 SH   SOLE   176,328 0 0
STRYKER CORPORATION COM 863667101   855,715 3,500 SH   SOLE   3,500 0 0
SUNCOR ENERGY INC NEW COM 867224107   2,345,637 74,000 SH   SOLE   74,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   5,727,150 55,000 SH   SOLE   55,000 0 0
TAPESTRY INC COM 876030107   837,760 22,000 SH   SOLE   22,000 0 0
TECK RESOURCES LTD CL B 878742204   1,216,916 32,224 SH   SOLE   32,224 0 0
TEMPUR SEALY INTL INC COM 88023U101   1,441,860 42,000 SH   SOLE   42,000 0 0
TESLA INC COM 88160R101   12,441,180 101,000 SH   SOLE   101,000 0 0
TEXAS INSTRS INC COM 882508104   1,982,639 12,000 SH   SOLE   12,000 0 0
THE CIGNA GROUP COM 125523100   894,617 2,700 SH   SOLE   2,700 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   2,202,760 4,000 SH   SOLE   4,000 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   296,249 15,000 SH   SOLE   15,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   6,197,274 11,689 SH   SOLE   11,689 0 0
VALERO ENERGY CORP COM 91913Y100   2,537,199 20,000 SH   SOLE   20,000 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   13,642,883 38,831 SH   SOLE   0 0 38,831
VERTEX PHARMACEUTICALS INC COM 92532F100   346,535 1,200 SH   SOLE   1,200 0 0
WASTE CONNECTIONS INC COM 94106B101   1,913,769 14,448 SH   SOLE   14,448 0 0
WASTE MGMT INC DEL COM 94106L109   1,005,914 6,412 SH   SOLE   6,412 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   9,056,940 231,985 SH   SOLE   231,985 0 0
WYNN RESORTS LTD COM 983134107   907,170 11,000 SH   SOLE   11,000 0 0
XYLEM INC COM 98419M100   1,424,252 12,881 SH   SOLE   12,881 0 0
YAMANA GOLD INC COM 98462Y100   3,504,151 631,392 SH   SOLE   631,392 0 0
ZOETIS INC CL A 98978V103   1,172,400 8,000 SH   SOLE   8,000 0 0