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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 5,040,530 37,060 SH SOLE 37,060 0 0
ABBVIE INC COM 00287Y109 7,254,772 39,084 SH SOLE 39,084 0 0
ADOBE INC COM 00724F101 6,190,080 16,000 SH SOLE 16,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 9,223,500 65,000 SH SOLE 65,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 1,003,085 8,500 SH SOLE 8,500 0 0
AGNICO EAGLE MINES LTD COM 008474108 18,861,598 158,978 SH SOLE 158,978 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 4,092,234 154,500 SH SOLE 154,500 0 0
ALLIED GOLD CORP COM NEW 01921D204 494,608 37,000 SH SOLE 37,000 0 0
ALPHABET INC CAP STK CL A 02079K305 28,196,800 160,000 SH SOLE 160,000 0 0
AMAZON COM INC COM 023135106 30,714,599 140,000 SH SOLE 140,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,255,050 9,022 SH SOLE 9,022 0 0
AMGEN INC COM 031162100 9,844,944 35,260 SH SOLE 35,260 0 0
ANALOG DEVICES INC COM 032654105 3,332,280 14,000 SH SOLE 14,000 0 0
APPLE INC COM 037833100 45,752,910 223,000 SH SOLE 223,000 0 0
APPLIED MATLS INC COM 038222105 6,407,449 35,000 SH SOLE 35,000 0 0
APPLOVIN CORP COM CL A 03831W108 2,450,560 7,000 SH SOLE 7,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 744,198 14,100 SH SOLE 14,100 0 0
ATLASSIAN CORPORATION CL A 049468101 2,437,079 12,000 SH SOLE 12,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 4,626,000 15,000 SH SOLE 15,000 0 0
B2GOLD CORP COM 11777Q209 1,615,455 449,000 SH SOLE 449,000 0 0
BAXTER INTL INC COM 071813109 121,120 4,000 SH SOLE 4,000 0 0
BECTON DICKINSON & CO COM 075887109 1,326,324 7,700 SH SOLE 7,700 0 0
BHP GROUP LTD SPONSORED ADS 088606108 4,011,090 83,408 SH SOLE 83,408 0 0
BIOGEN INC COM 09062X103 979,601 7,800 SH SOLE 7,800 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 494,729 9,000 SH SOLE 9,000 0 0
BOOKING HOLDINGS INC COM 09857L108 4,052,468 700 SH SOLE 700 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,396,329 13,000 SH SOLE 13,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,319,264 28,500 SH SOLE 28,500 0 0
BROADCOM INC COM 11135F101 22,052,000 80,000 SH SOLE 80,000 0 0
BROWN FORMAN CORP CL B 115637209 242,190 9,000 SH SOLE 9,000 0 0
CAMECO CORP COM 13321L108 857,870 11,600 SH SOLE 11,600 0 0
CANADIAN NAT RES LTD COM 136385101 1,984,342 63,400 SH SOLE 63,400 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 132,750 7,500 SH SOLE 7,500 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 2,390,200 85,000 SH SOLE 85,000 0 0
CENOVUS ENERGY INC COM 15135U109 752,059 55,500 SH SOLE 55,500 0 0
CENTERRA GOLD INC COM 152006102 566,734 79,000 SH SOLE 79,000 0 0
CF INDS HLDGS INC COM 125269100 524,400 5,700 SH SOLE 5,700 0 0
CHARLES RIV LABS INTL INC COM 159864107 834,515 5,500 SH SOLE 5,500 0 0
CHEVRON CORP NEW COM 166764100 7,055,400 49,273 SH SOLE 49,273 0 0
CISCO SYS INC COM 17275R102 5,203,500 75,000 SH SOLE 75,000 0 0
CLEAN HARBORS INC COM 184496107 3,467,699 15,000 SH SOLE 15,000 0 0
COEUR MNG INC COM NEW 192108504 2,032,652 229,419 SH SOLE 229,419 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 1,427,587 86,942 SH SOLE 86,942 0 0
CONOCOPHILLIPS COM 20825C104 3,393,877 37,819 SH SOLE 37,819 0 0
CONSTELLATION ENERGY CORP COM 21037T109 1,936,560 6,000 SH SOLE 6,000 0 0
CORTEVA INC COM 22052L104 1,654,416 22,198 SH SOLE 22,198 0 0
COSTCO WHSL CORP NEW COM 22160K105 11,384,309 11,500 SH SOLE 11,500 0 0
COTERRA ENERGY INC COM 127097103 583,740 23,000 SH SOLE 23,000 0 0
CVS HEALTH CORP COM 126650100 2,297,034 33,300 SH SOLE 33,300 0 0
DANAHER CORPORATION COM 235851102 2,568,019 13,000 SH SOLE 13,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 561,796 17,661 SH SOLE 17,661 0 0
DEXCOM INC COM 252131107 3,229,729 37,000 SH SOLE 37,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 796,920 5,800 SH SOLE 5,800 0 0
DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 9,831,000 100,000 SH SOLE 0 0 100,000
DRDGOLD LIMITED SPON ADR REPSTG 26152H301 384,090 28,814 SH SOLE 28,814 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 782,099 10,000 SH SOLE 10,000 0 0
ELDORADO GOLD CORP NEW COM 284902509 1,398,704 69,000 SH SOLE 69,000 0 0
ELECTRONIC ARTS INC COM 285512109 1,597,000 10,000 SH SOLE 10,000 0 0
ELEVANCE HEALTH INC COM 036752103 1,555,839 4,000 SH SOLE 4,000 0 0
ELI LILLY & CO COM 532457108 11,245,499 14,426 SH SOLE 14,426 0 0
EOG RES INC COM 26875P101 1,734,345 14,500 SH SOLE 14,500 0 0
EQT CORP COM 26884L109 857,304 14,700 SH SOLE 14,700 0 0
EQUINOX GOLD CORP COM 29446Y502 1,617,372 281,387 SH SOLE 281,387 0 0
EXPAND ENERGY CORPORATION COM 165167735 806,885 6,900 SH SOLE 6,900 0 0
EXXON MOBIL CORP COM 30231G102 10,088,031 93,581 SH SOLE 93,581 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103 1,306,281 158,500 SH SOLE 158,500 0 0
FORTUNA MNG CORP COM NEW 349942102 680,089 104,377 SH SOLE 104,377 0 0
FRANCO NEV CORP COM 351858105 9,362,217 57,264 SH SOLE 57,264 0 0
FREEPORT-MCMORAN INC CL B 35671D857 2,397,254 55,300 SH SOLE 55,300 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 962,909 13,000 SH SOLE 13,000 0 0
GILEAD SCIENCES INC COM 375558103 997,829 9,000 SH SOLE 9,000 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106 6,958,885 293,996 SH SOLE 293,996 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 3,153,029 225,700 SH SOLE 225,700 0 0
HCA HEALTHCARE INC COM 40412C101 651,270 1,700 SH SOLE 1,700 0 0
HECLA MNG CO COM 422704106 1,260,894 210,500 SH SOLE 210,500 0 0
HESS CORP COM 42809H107 1,260,021 9,095 SH SOLE 9,095 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 3,355,884 12,600 SH SOLE 12,600 0 0
HONEYWELL INTL INC COM 438516106 3,493,199 15,000 SH SOLE 15,000 0 0
HUMANA INC COM 444859102 1,173,503 4,800 SH SOLE 4,800 0 0
HYATT HOTELS CORP COM CL A 448579102 418,950 3,000 SH SOLE 3,000 0 0
IAMGOLD CORP COM 450913108 1,393,599 190,000 SH SOLE 190,000 0 0
IDEXX LABS INC COM 45168D104 375,438 700 SH SOLE 700 0 0
ILLUMINA INC COM 452327109 333,935 3,500 SH SOLE 3,500 0 0
INTEL CORP COM 458140100 2,016,000 90,000 SH SOLE 90,000 0 0
INTUIT COM 461202103 3,544,335 4,500 SH SOLE 4,500 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 13,533,626 24,905 SH SOLE 24,905 0 0
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 17,032,500 75,000 SH SOLE 0 0 75,000
IQVIA HLDGS INC COM 46266C105 1,260,720 8,000 SH SOLE 8,000 0 0
ISHARES INC CORE MSCI EMKT 46434G103 4,743,150 79,013 SH SOLE 0 0 79,013
ISHARES INC MSCI WORLD ETF 464286392 4,200,623 24,800 SH SOLE 0 0 24,800
ISHARES TR CORE S&P500 ETF 464287200 97,240,390 156,612 SH SOLE 0 0 156,612
ISHARES TR RUSSELL 2000 ETF 464287655 5,826,329 27,000 SH SOLE 0 0 27,000
ISHARES TR MSCI EMG MKT ETF 464287234 4,682,849 97,074 SH SOLE 0 0 97,074
ISHARES TR CORE S&P SCP ETF 464287804 4,348,211 39,786 SH SOLE 0 0 39,786
JOHNSON & JOHNSON COM 478160104 7,202,315 47,151 SH SOLE 47,151 0 0
KINROSS GOLD CORP COM 496902404 6,925,019 445,006 SH SOLE 445,006 0 0
KLA CORP COM NEW 482480100 2,239,349 2,500 SH SOLE 2,500 0 0
LAM RESEARCH CORP COM 512807306 2,433,500 25,000 SH SOLE 25,000 0 0
LAS VEGAS SANDS CORP COM 517834107 1,435,829 33,000 SH SOLE 33,000 0 0
LAUDER ESTEE COS INC CL A 518439104 1,333,199 16,500 SH SOLE 16,500 0 0
LULULEMON ATHLETICA INC COM 550021109 4,038,859 17,000 SH SOLE 17,000 0 0
MAG SILVER CORP COM 55903Q104 717,566 33,918 SH SOLE 33,918 0 0
MARRIOTT INTL INC NEW CL A 571903202 3,360,482 12,300 SH SOLE 12,300 0 0
MARVELL TECHNOLOGY INC COM 573874104 4,644,000 60,000 SH SOLE 60,000 0 0
MCKESSON CORP COM 58155Q103 439,668 600 SH SOLE 600 0 0
MERCADOLIBRE INC COM 58733R102 3,659,082 1,400 SH SOLE 1,400 0 0
MERCK & CO INC COM 58933Y105 6,125,004 77,375 SH SOLE 77,375 0 0
META PLATFORMS INC CL A 30303M102 16,976,069 23,000 SH SOLE 23,000 0 0
MICRON TECHNOLOGY INC COM 595112103 2,095,250 17,000 SH SOLE 17,000 0 0
MICROSOFT CORP COM 594918104 40,787,620 82,000 SH SOLE 82,000 0 0
MICROSTRATEGY INC CL A NEW 594972408 4,042,299 10,000 SH SOLE 10,000 0 0
MODERNA INC COM 60770K107 165,540 6,000 SH SOLE 6,000 0 0
MONDELEZ INTL INC CL A 609207105 3,169,679 47,000 SH SOLE 47,000 0 0
NA NA 06849F108 14,371,705 693,221 SH SOLE 693,221 0 0
NETFLIX INC COM 64110L106 14,060,865 10,500 SH SOLE 10,500 0 0
NEW GOLD INC CDA COM 644535106 1,732,767 350,000 SH SOLE 350,000 0 0
NEWMONT CORP COM 651639106 19,304,625 331,353 SH SOLE 331,353 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 709,800 35,000 SH SOLE 35,000 0 0
NUCOR CORP COM 670346105 1,181,404 9,120 SH SOLE 9,120 0 0
NUTRIEN LTD COM 67077M108 945,608 16,296 SH SOLE 16,296 0 0
NVIDIA CORPORATION COM 67066G104 45,817,099 290,000 SH SOLE 290,000 0 0
OCCIDENTAL PETE CORP COM 674599105 968,330 23,050 SH SOLE 23,050 0 0
ON SEMICONDUCTOR CORP COM 682189105 3,144,600 60,000 SH SOLE 60,000 0 0
OR ROYALTIES INC. COM SHS 68390D106 1,709,731 66,800 SH SOLE 66,800 0 0
ORLA MNG LTD NEW COM 68634K106 1,000,390 100,000 SH SOLE 100,000 0 0
OVINTIV INC COM 69047Q102 323,425 8,500 SH SOLE 8,500 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 7,088,640 52,000 SH SOLE 52,000 0 0
PALO ALTO NETWORKS INC COM 697435105 4,092,799 20,000 SH SOLE 20,000 0 0
PAN AMERN SILVER CORP COM 697900108 3,624,367 128,266 SH SOLE 128,266 0 0
PAYPAL HLDGS INC COM 70450Y103 4,459,199 60,000 SH SOLE 60,000 0 0
PEPSICO INC COM 713448108 8,978,719 68,000 SH SOLE 68,000 0 0
PFIZER INC COM 717081103 2,181,599 90,000 SH SOLE 90,000 0 0
PVH CORPORATION COM 693656100 171,500 2,500 SH SOLE 2,500 0 0
QUALCOMM INC COM 747525103 10,192,640 64,000 SH SOLE 64,000 0 0
RALPH LAUREN CORP CL A 751212101 822,840 3,000 SH SOLE 3,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 9,870,000 18,800 SH SOLE 18,800 0 0
RELIANCE INC COM 759509102 773,449 2,464 SH SOLE 2,464 0 0
REPUBLIC SVCS INC COM 760759100 2,896,927 11,747 SH SOLE 11,747 0 0
RH COM 74967X103 283,515 1,500 SH SOLE 1,500 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 494,640 36,000 SH SOLE 36,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 3,401,040 6,000 SH SOLE 6,000 0 0
ROYAL GOLD INC COM 780287108 3,983,616 22,400 SH SOLE 22,400 0 0
SALESFORCE INC COM 79466L302 5,999,179 22,000 SH SOLE 22,000 0 0
SANDSTORM GOLD LTD COM NEW 80013R206 1,970,962 210,400 SH SOLE 210,400 0 0
SIGNET JEWELERS LIMITED SHS G81276100 278,425 3,500 SH SOLE 3,500 0 0
SSR MINING IN COM 784730103 916,193 72,128 SH SOLE 72,128 0 0
STARBUCKS CORP COM 855244109 2,748,900 30,000 SH SOLE 30,000 0 0
STEEL DYNAMICS INC COM 858119100 678,453 5,300 SH SOLE 5,300 0 0
STRYKER CORPORATION COM 863667101 1,582,520 4,000 SH SOLE 4,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 1,659,964 44,500 SH SOLE 44,500 0 0
T MOBILE US INC COM 872590104 11,912,999 50,000 SH SOLE 50,000 0 0
TAPESTRY INC COM 876030107 1,492,770 17,000 SH SOLE 17,000 0 0
TECK RESOURCES LTD CL B 878742204 899,022 22,324 SH SOLE 22,324 0 0
TELADOC HEALTH INC COM 87918A105 261,300 30,000 SH SOLE 30,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 680,500 10,000 SH SOLE 10,000 0 0
TESLA INC COM 88160R101 16,804,214 52,900 SH SOLE 52,900 0 0
TEXAS INSTRS INC COM 882508104 5,398,119 26,000 SH SOLE 26,000 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 665,525 630 SH SOLE 630 0 0
THE CIGNA GROUP COM 125523100 3,041,335 9,200 SH SOLE 9,200 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,040,949 7,500 SH SOLE 7,500 0 0
TOLL BROTHERS INC COM 889478103 878,801 7,700 SH SOLE 7,700 0 0
UNITEDHEALTH GROUP INC COM 91324P102 8,385,753 26,880 SH SOLE 26,880 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 27,411,991 48,258 SH SOLE 0 0 48,258
VEEVA SYS INC CL A COM 922475108 287,979 1,000 SH SOLE 1,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 6,010,199 13,500 SH SOLE 13,500 0 0
VIATRIS INC COM 92556V106 357,200 40,000 SH SOLE 40,000 0 0
VIKING THERAPEUTICS INC COM 92686J106 265,000 10,000 SH SOLE 10,000 0 0
WASTE CONNECTIONS INC COM 94106B101 2,129,590 11,448 SH SOLE 11,448 0 0
WASTE MGMT INC DEL COM 94106L109 1,467,193 6,412 SH SOLE 6,412 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 16,360,438 182,691 SH SOLE 182,691 0 0
WILLIAMS SONOMA INC COM 969904101 980,220 6,000 SH SOLE 6,000 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308 1,018,379 66,000 SH SOLE 66,000 0 0
WYNN RESORTS LTD COM 983134107 1,030,369 11,000 SH SOLE 11,000 0 0
XYLEM INC COM 98419M100 1,293,600 10,000 SH SOLE 10,000 0 0
ZOETIS INC CL A 98978V103 1,481,525 9,500 SH SOLE 9,500 0 0