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 5,231,696 39,060 SH SOLE 39,060 0 0
ABBVIE INC COM 00287Y109 8,239,119 35,584 SH SOLE 35,584 0 0
ADOBE INC COM 00724F101 6,702,250 19,000 SH SOLE 19,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 9,383,820 58,000 SH SOLE 58,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 641,750 5,000 SH SOLE 5,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 28,627,426 169,878 SH SOLE 169,878 0 0
AIRBNB INC COM CL A 009066101 2,064,140 17,000 SH SOLE 17,000 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 5,510,308 158,000 SH SOLE 158,000 0 0
ALLIED GOLD CORP COM NEW 01921D204 646,923 37,000 SH SOLE 37,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 364,800 800 SH SOLE 800 0 0
ALPHABET INC CAP STK CL A 02079K305 33,547,799 138,000 SH SOLE 138,000 0 0
AMAZON COM INC COM 023135106 37,326,900 170,000 SH SOLE 170,000 0 0
AMERICAN ELEC PWR CO INC COM 025537101 1,721,250 15,300 SH SOLE 15,300 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,255,772 9,022 SH SOLE 9,022 0 0
AMGEN INC COM 031162100 10,909,851 38,660 SH SOLE 38,660 0 0
ANALOG DEVICES INC COM 032654105 2,457,000 10,000 SH SOLE 10,000 0 0
APPLE INC COM 037833100 49,652,850 195,000 SH SOLE 195,000 0 0
APPLIED MATLS INC COM 038222105 7,370,640 36,000 SH SOLE 36,000 0 0
APPLOVIN CORP COM CL A 03831W108 5,029,780 7,000 SH SOLE 7,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 842,333 14,100 SH SOLE 14,100 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 2,405,329 17,000 SH SOLE 17,000 0 0
ATLASSIAN CORPORATION CL A 049468101 2,714,900 17,000 SH SOLE 17,000 0 0
AUTODESK INC COM 052769106 889,475 2,800 SH SOLE 2,800 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 6,457,000 22,000 SH SOLE 22,000 0 0
AXON ENTERPRISE INC COM 05464C101 4,090,548 5,700 SH SOLE 5,700 0 0
B2GOLD CORP COM 11777Q209 2,102,155 425,000 SH SOLE 425,000 0 0
BARRICK MNG CORP COM SHS 06849F108 23,198,231 705,921 SH SOLE 705,921 0 0
BAXTER INTL INC COM 071813109 91,080 4,000 SH SOLE 4,000 0 0
BECTON DICKINSON & CO COM 075887109 1,216,605 6,500 SH SOLE 6,500 0 0
BHP GROUP LTD SPONSORED ADS 088606108 4,248,596 76,208 SH SOLE 76,208 0 0
BIOGEN INC COM 09062X103 840,479 6,000 SH SOLE 6,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 487,440 9,000 SH SOLE 9,000 0 0
BOOKING HOLDINGS INC COM 09857L108 5,939,196 1,100 SH SOLE 1,100 0 0
BOSTON SCIENTIFIC CORP COM 101137107 2,147,860 22,000 SH SOLE 22,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,285,350 28,500 SH SOLE 28,500 0 0
BROADCOM INC COM 11135F101 32,991,000 100,000 SH SOLE 100,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 3,336,970 9,500 SH SOLE 9,500 0 0
CAMECO CORP COM 13321L108 1,200,788 14,300 SH SOLE 14,300 0 0
CANADIAN NAT RES LTD COM 136385101 2,028,321 63,400 SH SOLE 63,400 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 149,400 7,500 SH SOLE 7,500 0 0
CARDINAL HEALTH INC COM 14149Y108 470,880 3,000 SH SOLE 3,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 2,457,350 85,000 SH SOLE 85,000 0 0
CENCORA INC COM 03073E105 625,059 2,000 SH SOLE 2,000 0 0
CENOVUS ENERGY INC COM 15135U109 722,005 42,500 SH SOLE 42,500 0 0
CENTERRA GOLD INC COM 152006102 846,822 79,000 SH SOLE 79,000 0 0
CF INDS HLDGS INC COM 125269100 435,941 4,860 SH SOLE 4,860 0 0
CHARLES RIV LABS INTL INC COM 159864107 265,982 1,700 SH SOLE 1,700 0 0
CHEVRON CORP NEW COM 166764100 7,810,310 50,295 SH SOLE 50,295 0 0
CINTAS CORP COM 172908105 4,105,200 20,000 SH SOLE 20,000 0 0
CISCO SYS INC COM 17275R102 6,499,900 95,000 SH SOLE 95,000 0 0
CLEAN HARBORS INC COM 184496107 3,483,299 15,000 SH SOLE 15,000 0 0
COEUR MNG INC COM NEW 192108504 4,041,260 215,419 SH SOLE 215,419 0 0
COMCAST CORP NEW CL A 20030N101 2,513,600 80,000 SH SOLE 80,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 1,993,648 81,942 SH SOLE 81,942 0 0
CONOCOPHILLIPS COM 20825C104 3,047,595 32,219 SH SOLE 32,219 0 0
CONSTELLATION ENERGY CORP COM 21037T109 4,277,910 13,000 SH SOLE 13,000 0 0
COOPER COS INC COM 216648501 205,680 3,000 SH SOLE 3,000 0 0
CORTEVA INC COM 22052L104 1,318,649 19,498 SH SOLE 19,498 0 0
COSTCO WHSL CORP NEW COM 22160K105 14,347,265 15,500 SH SOLE 15,500 0 0
COTERRA ENERGY INC COM 127097103 543,950 23,000 SH SOLE 23,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 3,432,660 7,000 SH SOLE 7,000 0 0
CVS HEALTH CORP COM 126650100 2,510,487 33,300 SH SOLE 33,300 0 0
DANAHER CORPORATION COM 235851102 2,279,990 11,500 SH SOLE 11,500 0 0
DATADOG INC CL A COM 23804L103 1,708,800 12,000 SH SOLE 12,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 619,194 17,661 SH SOLE 17,661 0 0
DEXCOM INC COM 252131107 3,633,660 54,000 SH SOLE 54,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 829,980 5,800 SH SOLE 5,800 0 0
DOORDASH INC CL A 25809K105 2,447,910 9,000 SH SOLE 9,000 0 0
DRDGOLD LIMITED SPON ADR REPSTG 26152H301 795,266 28,814 SH SOLE 28,814 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 738,815 9,500 SH SOLE 9,500 0 0
ELDORADO GOLD CORP NEW COM 284902509 1,993,676 69,000 SH SOLE 69,000 0 0
ELEVANCE HEALTH INC COM 036752103 1,518,664 4,700 SH SOLE 4,700 0 0
ELI LILLY & CO COM 532457108 10,625,538 13,926 SH SOLE 13,926 0 0
EOG RES INC COM 26875P101 1,625,739 14,500 SH SOLE 14,500 0 0
EQT CORP COM 26884L109 800,120 14,700 SH SOLE 14,700 0 0
EQUINOX GOLD CORP COM 29446Y502 2,716,708 242,387 SH SOLE 242,387 0 0
EXELON CORP COM 30161N101 1,755,390 39,000 SH SOLE 39,000 0 0
EXPAND ENERGY CORPORATION COM 165167735 733,056 6,900 SH SOLE 6,900 0 0
EXXON MOBIL CORP COM 30231G102 9,750,732 86,481 SH SOLE 86,481 0 0
FASTENAL CO COM 311900104 1,716,400 35,000 SH SOLE 35,000 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103 1,947,416 158,500 SH SOLE 158,500 0 0
FORTINET INC COM 34959E109 1,681,600 20,000 SH SOLE 20,000 0 0
FORTUNA MNG CORP COM NEW 349942102 934,997 104,377 SH SOLE 104,377 0 0
FRANCO NEV CORP COM 351858105 13,977,758 62,764 SH SOLE 62,764 0 0
FREEPORT-MCMORAN INC CL B 35671D857 2,066,893 52,700 SH SOLE 52,700 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 2,177,900 29,000 SH SOLE 29,000 0 0
GILEAD SCIENCES INC COM 375558103 4,218,000 38,000 SH SOLE 38,000 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106 11,979,412 285,496 SH SOLE 285,496 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 3,842,355 211,700 SH SOLE 211,700 0 0
HCA HEALTHCARE INC COM 40412C101 724,540 1,700 SH SOLE 1,700 0 0
HECLA MNG CO COM 422704106 2,547,050 210,500 SH SOLE 210,500 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 3,268,944 12,600 SH SOLE 12,600 0 0
HOLOGIC INC COM 436440101 236,214 3,500 SH SOLE 3,500 0 0
HONEYWELL INTL INC COM 438516106 6,946,500 33,000 SH SOLE 33,000 0 0
HUMANA INC COM 444859102 468,306 1,800 SH SOLE 1,800 0 0
HYATT HOTELS CORP COM CL A 448579102 425,790 3,000 SH SOLE 3,000 0 0
IAMGOLD CORP COM 450913108 2,456,014 190,000 SH SOLE 190,000 0 0
IDEXX LABS INC COM 45168D104 1,661,113 2,600 SH SOLE 2,600 0 0
ILLUMINA INC COM 452327109 142,454 1,500 SH SOLE 1,500 0 0
INSULET CORP COM 45784P101 246,984 800 SH SOLE 800 0 0
INTEL CORP COM 458140100 4,026,000 120,000 SH SOLE 120,000 0 0
INTUIT COM 461202103 8,194,919 12,000 SH SOLE 12,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 13,016,629 29,105 SH SOLE 29,105 0 0
IQVIA HLDGS INC COM 46266C105 664,790 3,500 SH SOLE 3,500 0 0
ISHARES INC CORE MSCI EMKT 46434G103 4,813,016 73,013 SH SOLE 0 0 73,013
ISHARES INC MSCI WORLD ETF 464286392 4,502,687 24,800 SH SOLE 0 0 24,800
ISHARES TR CORE S&P500 ETF 464287200 137,371,147 205,246 SH SOLE 0 0 205,246
ISHARES TR MSCI EMG MKT ETF 464287234 7,888,461 147,724 SH SOLE 0 0 147,724
ISHARES TR RUSSELL 2000 ETF 464287655 7,742,720 32,000 SH SOLE 0 0 32,000
ISHARES TR CORE S&P SCP ETF 464287804 4,727,770 39,786 SH SOLE 0 0 39,786
JOHNSON & JOHNSON COM 478160104 8,371,898 45,151 SH SOLE 45,151 0 0
KINROSS GOLD CORP COM 496902404 11,174,502 450,006 SH SOLE 450,006 0 0
KLA CORP COM NEW 482480100 2,696,500 2,500 SH SOLE 2,500 0 0
LABCORP HOLDINGS INC COM SHS 504922105 172,235 600 SH SOLE 600 0 0
LAM RESEARCH CORP COM 512807306 3,347,500 25,000 SH SOLE 25,000 0 0
LAS VEGAS SANDS CORP COM 517834107 1,344,750 25,000 SH SOLE 25,000 0 0
LAUDER ESTEE COS INC CL A 518439104 1,453,979 16,500 SH SOLE 16,500 0 0
LULULEMON ATHLETICA INC COM 550021109 3,024,810 17,000 SH SOLE 17,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 3,203,412 12,300 SH SOLE 12,300 0 0
MARVELL TECHNOLOGY INC COM 573874104 5,044,200 60,000 SH SOLE 60,000 0 0
MCKESSON CORP COM 58155Q103 1,081,556 1,400 SH SOLE 1,400 0 0
MERCADOLIBRE INC COM 58733R102 5,842,350 2,500 SH SOLE 2,500 0 0
MERCK & CO INC COM 58933Y105 6,032,468 71,875 SH SOLE 71,875 0 0
META PLATFORMS INC CL A 30303M102 22,031,400 30,000 SH SOLE 30,000 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 368,282 300 SH SOLE 300 0 0
MGM RESORTS INTERNATIONAL COM 552953101 346,600 10,000 SH SOLE 10,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 1,155,960 18,000 SH SOLE 18,000 0 0
MICRON TECHNOLOGY INC COM 595112103 5,019,600 30,000 SH SOLE 30,000 0 0
MICROSOFT CORP COM 594918104 56,974,500 110,000 SH SOLE 110,000 0 0
MICROSTRATEGY INC CL A NEW 594972408 4,833,150 15,000 SH SOLE 15,000 0 0
MONDELEZ INTL INC CL A 609207105 2,936,090 47,000 SH SOLE 47,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 1,144,270 17,000 SH SOLE 17,000 0 0
NATERA INC COM 632307104 289,746 1,800 SH SOLE 1,800 0 0
NETFLIX INC COM 64110L106 16,784,879 14,000 SH SOLE 14,000 0 0
NEW GOLD INC CDA COM 644535106 1,913,788 267,000 SH SOLE 267,000 0 0
NEWMONT CORP COM 651639106 27,868,923 330,553 SH SOLE 330,553 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 862,050 35,000 SH SOLE 35,000 0 0
NUCOR CORP COM 670346105 1,045,519 7,720 SH SOLE 7,720 0 0
NUTRIEN LTD COM 67077M108 845,884 14,396 SH SOLE 14,396 0 0
NVIDIA CORPORATION COM 67066G104 61,944,560 332,000 SH SOLE 332,000 0 0
OCCIDENTAL PETE CORP COM 674599105 867,037 18,350 SH SOLE 18,350 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,958,600 60,000 SH SOLE 60,000 0 0
OR ROYALTIES INC. COM SHS 68390D106 2,398,099 59,800 SH SOLE 59,800 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 2,156,200 20,000 SH SOLE 20,000 0 0
ORLA MNG LTD NEW COM 68634K106 1,217,243 112,800 SH SOLE 112,800 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 12,222,140 67,000 SH SOLE 67,000 0 0
PALO ALTO NETWORKS INC COM 697435105 3,665,160 18,000 SH SOLE 18,000 0 0
PAN AMERN SILVER CORP COM 697900108 5,475,534 141,224 SH SOLE 141,224 0 0
PAYPAL HLDGS INC COM 70450Y103 4,023,600 60,000 SH SOLE 60,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 1,982,550 15,000 SH SOLE 15,000 0 0
PEPSICO INC COM 713448108 6,460,240 46,000 SH SOLE 46,000 0 0
PFIZER INC COM 717081103 2,293,199 90,000 SH SOLE 90,000 0 0
QUALCOMM INC COM 747525103 7,319,839 44,000 SH SOLE 44,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100 285,870 1,500 SH SOLE 1,500 0 0
RALPH LAUREN CORP CL A 751212101 940,680 3,000 SH SOLE 3,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 6,297,424 11,200 SH SOLE 11,200 0 0
RELIANCE INC COM 759509102 691,965 2,464 SH SOLE 2,464 0 0
REPUBLIC SVCS INC COM 760759100 2,409,539 10,500 SH SOLE 10,500 0 0
RESMED INC COM 761152107 547,460 2,000 SH SOLE 2,000 0 0
RH COM 74967X103 304,740 1,500 SH SOLE 1,500 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 528,480 36,000 SH SOLE 36,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 4,488,210 9,000 SH SOLE 9,000 0 0
ROYAL GOLD INC COM 780287108 4,242,267 21,150 SH SOLE 21,150 0 0
SALESFORCE INC COM 79466L302 3,318,000 14,000 SH SOLE 14,000 0 0
SANDSTORM GOLD LTD COM NEW 80013R206 1,219,816 97,400 SH SOLE 97,400 0 0
SHOPIFY INC CL A 82509L107 5,351,266 36,000 SH SOLE 36,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 335,720 3,500 SH SOLE 3,500 0 0
SSR MINING IN COM 784730103 1,762,036 72,128 SH SOLE 72,128 0 0
STARBUCKS CORP COM 855244109 3,384,000 40,000 SH SOLE 40,000 0 0
STEEL DYNAMICS INC COM 858119100 627,434 4,500 SH SOLE 4,500 0 0
STRYKER CORPORATION COM 863667101 1,885,316 5,100 SH SOLE 5,100 0 0
SUNCOR ENERGY INC NEW COM 867224107 1,641,326 39,200 SH SOLE 39,200 0 0
SYNOPSYS INC COM 871607107 3,207,034 6,500 SH SOLE 6,500 0 0
T MOBILE US INC COM 872590104 9,335,820 39,000 SH SOLE 39,000 0 0
TAPESTRY INC COM 876030107 1,924,740 17,000 SH SOLE 17,000 0 0
TECK RESOURCES LTD CL B 878742204 611,135 13,924 SH SOLE 13,924 0 0
TEMPUR SEALY INTL INC COM 88023U101 843,300 10,000 SH SOLE 10,000 0 0
TESLA INC COM 88160R101 24,704,195 55,550 SH SOLE 55,550 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 303,000 15,000 SH SOLE 15,000 0 0
TEXAS INSTRS INC COM 882508104 8,451,580 46,000 SH SOLE 46,000 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 588,193 630 SH SOLE 630 0 0
THE CIGNA GROUP COM 125523100 2,940,150 10,200 SH SOLE 10,200 0 0
THE TRADE DESK INC COM CL A 88339J105 1,715,350 35,000 SH SOLE 35,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 2,764,614 5,700 SH SOLE 5,700 0 0
TOLL BROTHERS INC COM 889478103 1,063,678 7,700 SH SOLE 7,700 0 0
UNITEDHEALTH GROUP INC COM 91324P102 8,522,004 24,680 SH SOLE 24,680 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 31,695,564 51,758 SH SOLE 0 0 51,758
VEEVA SYS INC CL A COM 922475108 625,611 2,100 SH SOLE 2,100 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 4,503,859 11,500 SH SOLE 11,500 0 0
VIKING THERAPEUTICS INC COM 92686J106 262,800 10,000 SH SOLE 10,000 0 0
WASTE CONNECTIONS INC COM 94106B101 2,013,632 11,448 SH SOLE 11,448 0 0
WASTE MGMT INC DEL COM 94106L109 1,415,961 6,412 SH SOLE 6,412 0 0
WATERS CORP COM 941848103 299,810 1,000 SH SOLE 1,000 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 314,795 1,200 SH SOLE 1,200 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 20,399,270 182,191 SH SOLE 182,191 0 0
WILLIAMS SONOMA INC COM 969904101 1,172,700 6,000 SH SOLE 6,000 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308 692,300 46,000 SH SOLE 46,000 0 0
WORKDAY INC CL A 98138H101 1,805,474 7,500 SH SOLE 7,500 0 0
WYNN RESORTS LTD COM 983134107 1,026,160 8,000 SH SOLE 8,000 0 0
XYLEM INC COM 98419M100 663,750 4,500 SH SOLE 4,500 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 246,250 2,500 SH SOLE 2,500 0 0
ZOETIS INC CL A 98978V103 1,390,040 9,500 SH SOLE 9,500 0 0