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 2,075,429 21,000 SH SOLE 21,000 0 0
ABBVIE INC COM 00287Y109 5,650,344 21,600 SH SOLE 21,600 0 0
ADOBE INC COM 00724F101 2,879,279 12,000 SH SOLE 12,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 35,028,765 57,259 SH SOLE 57,259 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 516,930 3,000 SH SOLE 3,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 35,863,180 195,120 SH SOLE 195,120 0 0
AIRBNB INC COM CL A 009066101 1,767,150 11,000 SH SOLE 11,000 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 6,325,199 194,663 SH SOLE 194,663 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 1,973,920 8,000 SH SOLE 8,000 0 0
ALPHABET INC CAP STK CL A 02079K305 24,429,680 71,000 SH SOLE 71,000 0 0
ALPHABET INC CAP STK CL C 02079K107 22,148,100 65,000 SH SOLE 65,000 0 0
ALTRIA GROUP INC COM 02209S103 4,789,759 71,128 SH SOLE 71,128 0 0
AMAZON COM INC COM 023135106 34,382,700 138,000 SH SOLE 138,000 0 0
AMERICAN ELEC PWR CO INC COM 025537101 2,254,160 19,000 SH SOLE 19,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,178,177 9,100 SH SOLE 9,100 0 0
AMGEN INC COM 031162100 6,828,462 16,200 SH SOLE 16,200 0 0
ANALOG DEVICES INC COM 032654105 6,347,360 16,000 SH SOLE 16,000 0 0
APPLE INC COM 037833100 51,285,079 154,000 SH SOLE 154,000 0 0
APPLIED MATLS INC COM 038222105 14,830,019 29,000 SH SOLE 29,000 0 0
APPLOVIN CORP COM CL A 03831W108 4,066,019 14,000 SH SOLE 14,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,214,672 15,302 SH SOLE 15,302 0 0
ARIS MINING CORPORATION COM 04040Y109 1,816,903 104,000 SH SOLE 104,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 3,475,920 12,000 SH SOLE 12,000 0 0
Astera Labs Inc COM 04626A103 1,779,850 5,000 SH SOLE 5,000 0 0
Aura Minerals Inc SHS NEW G06973112 1,573,600 20,000 SH SOLE 20,000 0 0
AUTODESK INC COM 052769106 1,463,000 7,000 SH SOLE 7,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 3,354,779 13,000 SH SOLE 13,000 0 0
AXON ENTERPRISE INC COM 05464C101 1,267,559 3,000 SH SOLE 3,000 0 0
Aya Gold & Silver Inc COM 05466C109 1,350,998 50,000 SH SOLE 50,000 0 0
B2GOLD CORP COM 11777Q209 3,145,669 600,277 SH SOLE 600,277 0 0
BAKER HUGHES COMPANY CL A 05722G100 1,647,000 30,000 SH SOLE 30,000 0 0
BARRICK MNG CORP COM SHS 06849F108 26,110,264 639,713 SH SOLE 639,713 0 0
BECTON DICKINSON & CO COM 075887109 537,000 3,000 SH SOLE 3,000 0 0
BHP GROUP LTD SPONSORED ADS 088606108 6,847,266 80,708 SH SOLE 80,708 0 0
BIOGEN INC COM 09062X103 429,171 1,900 SH SOLE 1,900 0 0
BOOKING HOLDINGS INC COM 09857L108 4,072,750 25,000 SH SOLE 25,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,091,250 25,000 SH SOLE 25,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,310,400 21,000 SH SOLE 21,000 0 0
BROADCOM INC COM 11135F101 21,071,399 60,000 SH SOLE 60,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,971,665 9,000 SH SOLE 9,000 0 0
CAMECO CORP COM 13321L108 1,199,740 13,787 SH SOLE 13,787 0 0
CANADIAN NAT RES LTD COM 136385101 2,723,762 57,700 SH SOLE 57,700 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 105,900 7,500 SH SOLE 7,500 0 0
CARDINAL HEALTH INC COM 14149Y108 511,750 2,300 SH SOLE 2,300 0 0
Carnival Corp Ltd COMMON SHARES G2004J103 1,963,200 80,000 SH SOLE 80,000 0 0
CENCORA INC COM 03073E105 720,600 2,400 SH SOLE 2,400 0 0
CENOVUS ENERGY INC COM 15135U109 1,276,364 40,906 SH SOLE 40,906 0 0
CENTENE CORP DEL COM 15135B101 310,600 5,000 SH SOLE 5,000 0 0
CENTERRA GOLD INC COM 152006102 1,882,143 86,000 SH SOLE 86,000 0 0
CF INDS HLDGS INC COM 125269100 556,416 4,830 SH SOLE 4,830 0 0
CHEVRON CORP NEW COM 166764100 11,422,486 55,935 SH SOLE 55,935 0 0
CINTAS CORP COM 172908105 1,560,479 8,000 SH SOLE 8,000 0 0
CISCO SYS INC COM 17275R102 13,776,640 128,000 SH SOLE 128,000 0 0
CLEAN HARBORS INC COM 184496107 4,653,450 15,000 SH SOLE 15,000 0 0
COEUR MNG INC COM NEW 192108504 7,272,214 413,194 SH SOLE 413,194 0 0
COMCAST CORP NEW CL A 20030N101 6,493,902 298,433 SH SOLE 298,433 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 2,941,171 93,134 SH SOLE 93,134 0 0
CONOCOPHILLIPS COM 20825C104 4,395,142 35,119 SH SOLE 35,119 0 0
CONSTELLATION ENERGY CORP COM 21037T109 3,048,240 12,000 SH SOLE 12,000 0 0
COOPER COS INC COM 216648501 169,589 3,000 SH SOLE 3,000 0 0
COPART INC COM 217204106 818,400 30,000 SH SOLE 30,000 0 0
CoreWeave Inc COM CL A 21873S108 1,306,800 15,000 SH SOLE 15,000 0 0
CORTEVA INC COM 22052L104 1,668,543 21,488 SH SOLE 21,488 0 0
COSTCO WHSL CORP NEW COM 22160K105 12,562,692 13,800 SH SOLE 13,800 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 7,677,750 29,000 SH SOLE 29,000 0 0
CSX CORP COM 126408103 2,418,520 52,000 SH SOLE 52,000 0 0
CVS HEALTH CORP COM 126650100 3,324,771 38,800 SH SOLE 38,800 0 0
DANAHER CORPORATION COM 235851102 1,883,175 8,500 SH SOLE 8,500 0 0
DATADOG INC CL A COM 23804L103 2,738,500 10,000 SH SOLE 10,000 0 0
Deere & Co COM 244199105 4,758,603 7,086 SH SOLE 7,086 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,688,931 36,684 SH SOLE 36,684 0 0
DEXCOM INC COM 252131107 1,285,720 14,900 SH SOLE 14,900 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,047,643 11,140 SH SOLE 11,140 0 0
DOORDASH INC CL A 25809K105 4,405,200 24,000 SH SOLE 24,000 0 0
DTE ENERGY COMPANY COM 233331107 4,909,514 40,308 SH SOLE 40,308 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 517,920 6,000 SH SOLE 6,000 0 0
ELDORADO GOLD CORP NEW COM 284902509 2,995,632 77,506 SH SOLE 77,506 0 0
ELEVANCE HEALTH INC COM 036752103 1,127,577 2,900 SH SOLE 2,900 0 0
ELI LILLY & CO COM 532457108 10,876,552 9,400 SH SOLE 9,400 0 0
ENDEAVOUR SILVER CORP COM 29258Y103 1,178,834 137,000 SH SOLE 137,000 0 0
EOG RES INC COM 26875P101 2,328,143 16,900 SH SOLE 16,900 0 0
EQT CORP COM 26884L109 942,646 19,412 SH SOLE 19,412 0 0
EQUINOX GOLD CORP COM 29446Y502 5,928,407 531,996 SH SOLE 531,996 0 0
EXELON CORP COM 30161N101 1,414,000 35,000 SH SOLE 35,000 0 0
EXPAND ENERGY CORPORATION COM 165167735 681,128 8,100 SH SOLE 8,100 0 0
ExxonMobil Holdings Corp COM SHS 30233Q108 13,931,400 85,600 SH SOLE 85,600 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103 4,203,756 236,706 SH SOLE 236,706 0 0
FORTINET INC COM 34959E109 3,932,720 22,000 SH SOLE 22,000 0 0
FORTUNA MNG CORP COM NEW 349942102 1,708,942 151,438 SH SOLE 151,438 0 0
FRANCO NEV CORP COM 351858105 16,821,471 70,396 SH SOLE 70,396 0 0
FREEPORT-MCMORAN INC CL B 35671D857 3,384,639 48,352 SH SOLE 48,352 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 1,666,935 25,500 SH SOLE 25,500 0 0
GILEAD SCIENCES INC COM 375558103 7,303,450 49,000 SH SOLE 49,000 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106 11,701,471 323,961 SH SOLE 323,961 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 2,922,240 164,912 SH SOLE 164,912 0 0
HCA HEALTHCARE INC COM 40412C101 1,066,849 2,500 SH SOLE 2,500 0 0
HECLA MNG CO COM 422704106 4,201,539 246,714 SH SOLE 246,714 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 2,863,079 9,000 SH SOLE 9,000 0 0
Honeywell Aerospace Inc COM 43849R105 1,627,185 10,500 SH SOLE 10,500 0 0
HONEYWELL INTL INC COM 438516205 7,072,185 33,527 SH SOLE 33,527 0 0
HUMANA INC COM 444859102 457,883 1,200 SH SOLE 1,200 0 0
HYATT HOTELS CORP COM CL A 448579102 348,832 2,200 SH SOLE 2,200 0 0
IAMGOLD CORP COM 450913108 4,347,010 234,974 SH SOLE 234,974 0 0
IDEXX LABS INC COM 45168D104 1,932,103 3,700 SH SOLE 3,700 0 0
ILLUMINA INC COM 452327109 410,520 1,500 SH SOLE 1,500 0 0
INCYTE CORP COM 45337C102 254,835 2,100 SH SOLE 2,100 0 0
INSMED INC COM PAR $.01 457669307 513,630 4,500 SH SOLE 4,500 0 0
INTEL CORP COM 458140100 18,515,420 154,000 SH SOLE 154,000 0 0
INTUIT COM 461202103 3,032,810 11,000 SH SOLE 11,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 11,865,463 29,180 SH SOLE 29,180 0 0
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 9,443 31 SH SOLE 0 0 31
IQVIA HLDGS INC COM 46266C105 430,160 1,600 SH SOLE 1,600 0 0
ISHARES INC CORE MSCI EMKT 46434G103 14,822,656 182,635 SH SOLE 0 0 182,635
ISHARES INC MSCI WORLD ETF 464286392 4,289,584 20,800 SH SOLE 0 0 20,800
ISHARES TR CORE S&P500 ETF 464287200 168,107,138 219,504 SH SOLE 0 0 219,504
ISHARES TR RUSSELL 2000 ETF 464287655 10,568,990 38,033 SH SOLE 0 0 38,033
ISHARES TR MSCI EMG MKT ETF 464287234 7,689,532 115,130 SH SOLE 0 0 115,130
ISHARES TR CORE S&P SCP ETF 464287804 5,412,487 39,786 SH SOLE 0 0 39,786
JOHNSON & JOHNSON COM 478160104 7,280,350 27,500 SH SOLE 27,500 0 0
KINROSS GOLD CORP COM 496902404 12,710,450 525,405 SH SOLE 525,405 0 0
KLA CORP COM NEW 482480100 10,136,360 52,000 SH SOLE 52,000 0 0
LABCORP HOLDINGS INC COM SHS 504922105 308,110 1,000 SH SOLE 1,000 0 0
LAM RESEARCH CORP COM 512807306 15,111,460 46,000 SH SOLE 46,000 0 0
LAS VEGAS SANDS CORP COM 517834107 869,630 23,000 SH SOLE 23,000 0 0
LAUDER ESTEE COS INC CL A 518439104 1,391,550 15,000 SH SOLE 15,000 0 0
Lumentum Holdings Inc COM 55024U109 2,331,024 2,400 SH SOLE 2,400 0 0
MARRIOTT INTL INC NEW CL A 571903202 10,635,955 29,904 SH SOLE 29,904 0 0
MARVELL TECHNOLOGY INC COM 573874104 7,133,670 27,000 SH SOLE 27,000 0 0
MCKESSON CORP COM 58155Q103 1,238,024 1,450 SH SOLE 1,450 0 0
Medline Inc COM CL A 58507V107 173,500 5,000 SH SOLE 5,000 0 0
MERCADOLIBRE INC COM 58733R102 2,765,648 1,600 SH SOLE 1,600 0 0
MERCK & CO INC COM 58933Y105 4,359,300 30,000 SH SOLE 30,000 0 0
META PLATFORMS INC CL A 30303M102 28,287,821 39,008 SH SOLE 39,008 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 377,737 250 SH SOLE 250 0 0
MGM RESORTS INTERNATIONAL COM 552953101 263,924 8,500 SH SOLE 8,500 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 1,555,400 20,000 SH SOLE 20,000 0 0
MICRON TECHNOLOGY INC COM 595112103 42,750,320 40,137 SH SOLE 40,137 0 0
MICROSOFT CORP COM 594918104 42,057,800 82,000 SH SOLE 82,000 0 0
MICROSTRATEGY INC CL A NEW 594972408 1,837,080 12,000 SH SOLE 12,000 0 0
MONDELEZ INTL INC CL A 609207105 1,734,600 30,000 SH SOLE 30,000 0 0
MONOLITHIC PWR SYS INC COM 609839105 2,020,830 1,500 SH SOLE 1,500 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 1,831,279 44,000 SH SOLE 44,000 0 0
MP Materials Corp COM CL A 553368101 31,022 656 SH SOLE 656 0 0
NATERA INC COM 632307104 578,633 1,400 SH SOLE 1,400 0 0
NETFLIX INC COM 64110L106 11,132,800 160,000 SH SOLE 160,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 141,839 1,000 SH SOLE 1,000 0 0
NEWMONT CORP COM 651639106 36,877,658 319,730 SH SOLE 319,730 0 0
NEXGEN ENERGY LTD COM 65340P106 256,135 28,000 SH SOLE 28,000 0 0
NIO INC SPON ADS 62914V106 205,800 60,000 SH SOLE 60,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 366,500 25,000 SH SOLE 25,000 0 0
NUCOR CORP COM 670346105 1,566,592 6,702 SH SOLE 6,702 0 0
NUTRIEN LTD COM 67077M108 1,157,474 16,421 SH SOLE 16,421 0 0
NVIDIA CORPORATION COM 67066G104 78,116,008 342,044 SH SOLE 342,044 0 0
OCCIDENTAL PETE CORP COM 674599105 1,297,253 23,450 SH SOLE 23,450 0 0
OCEANA GOLD CORPORATION COM NEW 675222400 2,981,539 107,868 SH SOLE 107,868 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 2,259,920 13,000 SH SOLE 13,000 0 0
OR ROYALTIES INC. COM SHS 68390D106 2,145,789 62,344 SH SOLE 62,344 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 2,306,069 27,000 SH SOLE 27,000 0 0
PACCAR INC COM 693718108 1,537,340 14,000 SH SOLE 14,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 12,906,450 69,000 SH SOLE 69,000 0 0
PALO ALTO NETWORKS INC COM 697435105 10,727,370 27,000 SH SOLE 27,000 0 0
PAN AMERN SILVER CORP COM 697900108 9,141,147 200,196 SH SOLE 200,196 0 0
PAYCHEX INC COM 704326107 886,500 9,000 SH SOLE 9,000 0 0
PAYPAL HLDGS INC COM 70450Y103 1,313,250 25,000 SH SOLE 25,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 1,948,500 25,000 SH SOLE 25,000 0 0
PEPSICO INC COM 713448108 4,815,360 38,000 SH SOLE 38,000 0 0
PFIZER INC COM 717081103 1,996,400 70,000 SH SOLE 70,000 0 0
PVH US COM 693656100 148,100 2,000 SH SOLE 2,000 0 0
QUALCOMM INC COM 747525103 5,889,280 32,000 SH SOLE 32,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100 233,069 1,000 SH SOLE 1,000 0 0
RALPH LAUREN CORP CL A 751212101 1,207,238 3,400 SH SOLE 3,400 0 0
REGENERON PHARMACEUTICALS COM 75886F107 3,184,734 4,200 SH SOLE 4,200 0 0
RELIANCE INC COM 759509102 655,614 1,704 SH SOLE 1,704 0 0
REPUBLIC SVCS INC COM 760759100 2,308,569 11,000 SH SOLE 11,000 0 0
RESMED INC COM 761152107 397,979 1,800 SH SOLE 1,800 0 0
REVOLUTION MEDICINES INC COM 76155X100 389,993 1,900 SH SOLE 1,900 0 0
RH COM 74967X103 100,322 824 SH SOLE 824 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 537,840 36,000 SH SOLE 36,000 0 0
Rocket Lab Corp COM 773121108 4,180,800 60,000 SH SOLE 60,000 0 0
Roivant Sciences Ltd SHS G76279101 219,420 6,000 SH SOLE 6,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 1,222,934 3,500 SH SOLE 3,500 0 0
ROYAL GOLD INC COM 780287108 6,151,812 26,067 SH SOLE 26,067 0 0
Sandisk Corp/DE COM 80004C200 7,481,526 4,300 SH SOLE 4,300 0 0
Seabridge Gold Inc COM 811927102 1,094,468 38,439 SH SOLE 38,439 0 0
SHOPIFY INC CL A 82509L107 5,057,888 34,000 SH SOLE 34,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 358,155 3,500 SH SOLE 3,500 0 0
SILVERCORP METALS INC COM 82835P103 1,071,347 100,000 SH SOLE 100,000 0 0
Skeena Resources Ltd COM 83056P715 1,432,713 48,000 SH SOLE 48,000 0 0
SPACEX CLASS A COM STK 84615Q103 19,611,800 130,000 SH SOLE 130,000 0 0
SSR MINING IN COM 784730103 2,741,390 81,932 SH SOLE 81,932 0 0
STARBUCKS CORP COM 855244109 3,382,559 36,000 SH SOLE 36,000 0 0
STEEL DYNAMICS INC COM 858119100 940,956 4,246 SH SOLE 4,246 0 0
STRYKER CORPORATION COM 863667101 1,376,950 5,000 SH SOLE 5,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,586,327 38,000 SH SOLE 38,000 0 0
SYNOPSYS INC COM 871607107 2,914,097 6,700 SH SOLE 6,700 0 0
T MOBILE US INC COM 872590104 5,707,800 35,000 SH SOLE 35,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,490,000 12,000 SH SOLE 12,000 0 0
TAPESTRY INC COM 876030107 1,495,520 13,000 SH SOLE 13,000 0 0
TECK RESOURCES LTD CL B 878742204 1,149,044 17,387 SH SOLE 17,387 0 0
TEMPUR SEALY INTL INC COM 88023U101 372,659 6,000 SH SOLE 6,000 0 0
Teradyne Inc COM 880770102 2,004,550 5,000 SH SOLE 5,000 0 0
TESLA INC COM 88160R101 27,374,301 77,152 SH SOLE 77,152 0 0
TEXAS INSTRS INC COM 882508104 9,242,969 33,000 SH SOLE 33,000 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 596,268 1,830 SH SOLE 1,830 0 0
THE CIGNA GROUP COM 125523100 2,691,116 9,900 SH SOLE 9,900 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 2,835,210 4,200 SH SOLE 4,200 0 0
TOLL BROTHERS INC COM 889478103 781,550 5,800 SH SOLE 5,800 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 270,944 500 SH SOLE 500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,322,659 14,500 SH SOLE 14,500 0 0
USA Rare Earth Inc COM 91733P107 682,359 48,463 SH SOLE 48,463 0 0
VALERO ENERGY CORP COM 91913Y100 4,598,605 11,864 SH SOLE 11,864 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 35,030,384 49,982 SH SOLE 0 0 49,982
VEEVA SYS INC CL A COM 922475108 485,265 1,700 SH SOLE 1,700 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 4,914,414 9,400 SH SOLE 9,400 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101 1,096,620 14,000 SH SOLE 14,000 0 0
WALMART INC COM 931142103 16,627,200 160,000 SH SOLE 160,000 0 0
WASTE CONNECTIONS INC COM 94106B101 1,768,906 11,448 SH SOLE 11,448 0 0
WASTE MGMT INC DEL COM 94106L109 1,427,440 7,000 SH SOLE 7,000 0 0
WATERS CORP COM 941848103 483,328 1,100 SH SOLE 1,100 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 240,993 650 SH SOLE 650 0 0
WESTERN DIGITAL CORP COM 958102105 6,362,440 14,000 SH SOLE 14,000 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 19,122,413 142,660 SH SOLE 142,660 0 0
WILLIAMS SONOMA INC COM 969904101 1,025,730 4,500 SH SOLE 4,500 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308 1,296,944 58,500 SH SOLE 58,500 0 0
WYNN RESORTS LTD COM 983134107 714,869 9,000 SH SOLE 9,000 0 0
XCEL ENERGY INC COM 98389B100 1,409,600 20,000 SH SOLE 20,000 0 0
XYLEM INC COM 98419M100 455,714 4,500 SH SOLE 4,500 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 222,075 2,500 SH SOLE 2,500 0 0
ZOETIS INC CL A 98978V103 384,065 5,500 SH SOLE 5,500 0 0