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
ECOLAB INC Common Stock 278865100 5,047,583 19,910 SH SOLE 19,910 0 0
ALPHABET INC Common Stock 02079K107 14,018,518 89,730 SH SOLE 89,730 0 0
EQUINIX INC REIT 29444U700 2,686,578 3,295 SH SOLE 0 0 3,295
MAG SILVER CORP Common Stock 55903Q104 313,307 20,600 SH SOLE 20,600 0 0
MICROSOFT CORP Common Stock 594918104 15,226,194 40,561 SH SOLE 40,561 0 0
APPLE INC Common Stock 037833100 7,215,005 32,481 SH SOLE 32,481 0 0
TJX COS INC NEW Common Stock 872540109 5,870,760 48,200 SH SOLE 48,200 0 0
CLOUDFLARE INC Common Stock 18915M107 335,478 2,977 SH SOLE 2,977 0 0
GOLD FIELDS LTD Common Stock 38059T106 490,398 22,200 SH SOLE 22,200 0 0
SHOPIFY INC Common Stock 82509L107 816,163 8,548 SH SOLE 8,548 0 0
ELI LILLY & CO Common Stock 532457108 8,077,400 9,780 SH SOLE 9,780 0 0
AGNICO EAGLE MINES LTD Common Stock 008474108 1,178,584 10,880 SH SOLE 10,880 0 0
INGERSOLL RAND INC Common Stock 45687V106 2,701,013 33,750 SH SOLE 33,750 0 0
WASTE MGMT INC DEL Common Stock 94106L109 4,463,513 19,280 SH SOLE 19,280 0 0
FORTUNA MNG CORP Common Stock 349942102 398,813 65,600 SH SOLE 65,600 0 0
AMERICAN EXPRESS CO Common Stock 025816109 4,315,562 16,040 SH SOLE 16,040 0 0
CITIGROUP INC Common Stock 172967424 5,792,784 81,600 SH SOLE 81,600 0 0
IAMGOLD CORP Common Stock 450913108 365,625 58,500 SH SOLE 58,500 0 0
SNOWFLAKE INC Common Stock 833445109 427,226 2,923 SH SOLE 2,923 0 0
LAM RESEARCH CORP Common Stock 512807306 2,029,784 27,920 SH SOLE 27,920 0 0
COEUR MNG INC Common Stock 192108504 399,387 67,464 SH SOLE 67,464 0 0
TESLA INC Common Stock 88160R101 557,971 2,153 SH SOLE 2,153 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 4,998,497 1,085 SH SOLE 1,085 0 0
KLA CORP Common Stock 482480100 2,875,554 4,230 SH SOLE 4,230 0 0
CINTAS CORP Common Stock 172908105 3,424,130 16,660 SH SOLE 16,660 0 0
PAN AMERN SILVER CORP Common Stock 697900108 1,084,860 42,000 SH SOLE 42,000 0 0
ADVANCED MICRO DEVICES INC Common Stock 007903107 128,117 1,247 SH SOLE 1,247 0 0
PNC FINL SVCS GROUP INC Common Stock 693475105 6,176,558 35,140 SH SOLE 35,140 0 0
TAIWAN SEMICONDUCTOR MFG LTD Common Stock 874039100 7,619,400 45,900 SH SOLE 45,900 0 0
CHIPOTLE MEXICAN GRILL INC Common Stock 169656105 3,461,980 68,950 SH SOLE 68,950 0 0
MOODYS CORP Common Stock 615369105 5,592,937 12,010 SH SOLE 12,010 0 0
NEW GOLD INC CDA Common Stock 644535106 463,750 125,000 SH SOLE 125,000 0 0
PROCTER AND GAMBLE CO Common Stock 742718109 720,877 4,230 SH SOLE 4,230 0 0
EQUINOX GOLD CORP Common Stock 29446Y502 246,688 35,900 SH SOLE 35,900 0 0
ORLA MNG LTD NEW Common Stock 68634K106 205,437 22,000 SH SOLE 22,000 0 0
SKEENA RES LTD NEW Common Stock 83056P715 270,184 26,800 SH SOLE 26,800 0 0
BANK NEW YORK MELLON CORP Common Stock 064058100 4,388,078 52,320 SH SOLE 52,320 0 0
AUTODESK INC Common Stock 052769106 364,687 1,393 SH SOLE 1,393 0 0
ROKU INC Common Stock 77543R102 275,843 3,916 SH SOLE 3,916 0 0
NVIDIA CORPORATION Common Stock 67066G104 4,915,683 45,356 SH SOLE 45,356 0 0
ABBVIE INC Common Stock 00287Y109 6,627,118 31,630 SH SOLE 31,630 0 0
DATADOG INC Common Stock 23804L103 211,119 2,128 SH SOLE 2,128 0 0
DANAHER CORPORATION Common Stock 235851102 4,298,850 20,970 SH SOLE 20,970 0 0
PALO ALTO NETWORKS INC Common Stock 697435105 4,784,746 28,040 SH SOLE 28,040 0 0
CROWDSTRIKE HLDGS INC Common Stock 22788C105 344,118 976 SH SOLE 976 0 0
WELLTOWER INC REIT 95040Q104 5,765,292 37,630 SH SOLE 0 0 37,630
SALESFORCE INC Common Stock 79466L302 2,847,300 10,610 SH SOLE 10,610 0 0
WHEATON PRECIOUS METALS CORP Common Stock 962879102 621,040 8,000 SH SOLE 8,000 0 0
MICRON TECHNOLOGY INC Common Stock 595112103 2,594,535 29,860 SH SOLE 29,860 0 0
VERTEX PHARMACEUTICALS INC Common Stock 92532F100 6,191,151 12,770 SH SOLE 12,770 0 0
ELDORADO GOLD CORP NEW Common Stock 284902509 515,979 30,700 SH SOLE 30,700 0 0
SEA LTD Common Stock 81141R100 495,471 3,797 SH SOLE 3,797 0 0
FIRST SOLAR INC Common Stock 336433107 1,091,091 8,630 SH SOLE 8,630 0 0
COUPANG INC Common Stock 22266T109 307,502 14,022 SH SOLE 14,022 0 0
SERVICENOW INC Common Stock 81762P102 5,162,968 6,485 SH SOLE 6,485 0 0
MERCADOLIBRE INC Common Stock 58733R102 7,023,132 3,600 SH SOLE 3,600 0 0
S&P GLOBAL INC Common Stock 78409V104 6,254,711 12,310 SH SOLE 12,310 0 0
AIRBNB INC Common Stock 009066101 302,592 2,533 SH SOLE 2,533 0 0
ORACLE CORP Common Stock 68389X105 3,745,510 26,790 SH SOLE 26,790 0 0
MASTERCARD INCORPORATED Common Stock 57636Q104 11,565,332 21,100 SH SOLE 21,100 0 0
INTERCONTINENTAL EXCHANGE IN Common Stock 45866F104 6,970,725 40,410 SH SOLE 40,410 0 0
LOWES COS INC Common Stock 548661107 6,317,035 27,085 SH SOLE 27,085 0 0
PALANTIR TECHNOLOGIES INC Common Stock 69608A108 715,965 8,483 SH SOLE 8,483 0 0
REGENERON PHARMACEUTICALS Common Stock 75886F107 4,287,395 6,760 SH SOLE 6,760 0 0
ARISTA NETWORKS INC Common Stock 040413205 3,675,651 47,440 SH SOLE 47,440 0 0
KINROSS GOLD CORP Common Stock 496902404 1,163,903 92,300 SH SOLE 92,300 0 0
ALAMOS GOLD INC NEW Common Stock 011532108 1,284,988 48,100 SH SOLE 48,100 0 0
BLOCK INC Common Stock 852234103 200,152 3,684 SH SOLE 3,684 0 0
BROADCOM INC Common Stock 11135F101 7,117,449 42,510 SH SOLE 42,510 0 0
AMAZON COM INC Common Stock 023135106 408,298 2,146 SH SOLE 2,146 0 0
VISA INC Common Stock 92826C839 11,088,554 31,640 SH SOLE 31,640 0 0
AMERIPRISE FINL INC Common Stock 03076C106 4,366,672 9,020 SH SOLE 9,020 0 0
HECLA MNG CO Common Stock 422704106 361,400 65,000 SH SOLE 65,000 0 0
SYNOPSYS INC Common Stock 871607107 4,267,058 9,950 SH SOLE 9,950 0 0
MARVELL TECHNOLOGY INC Common Stock 573874104 2,328,577 37,820 SH SOLE 37,820 0 0