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
ADVISORSHARES TR PURE US CANNABIS 00768Y453 BBG00X28J8Y2 1,124,836 141,667 SH   SOLE   141,667 0 0
AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 1,912,224 41,888 SH   SOLE   41,888 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 7,654,394 58,493 SH   SOLE   58,493 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 18,067,406 137,030 SH   SOLE   137,030 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 12,861,874 101,179 SH   SOLE   101,179 0 0
AMETEK INC COM 031100100 BBG001S5NN54 2,273,288 15,385 SH   SOLE   15,385 0 0
APPLE INC COM 037833100 BBG001S5N8V8 38,570,531 225,282 SH   SOLE   225,282 0 0
ATS CORPORATION COM 00217Y104 BBG001S5XWC5 1,312,600 30,650 SH   SOLE   30,650 0 0
AVIS BUDGET GROUP COM 053774105 BBG001S8S6R6 1,976,590 11,000 SH   SOLE   11,000 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 307,724 11,239 SH   SOLE   11,239 0 0
BANK MONTREAL QUE COM 063671101 BBG001S5Y203 5,396,193 63,673 SH   SOLE   63,673 0 0
BANK NOVA SCOTIA HALIFAX COM 064149107 BBG001S5Y2B1 7,996,039 177,573 SH   SOLE   177,573 0 0
BCE INC COM NEW 05534B760 BBG001S5P2C0 4,495,993 117,234 SH   SOLE   117,234 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 9,864,098 28,159 SH   SOLE   28,159 0 0
BERRY GLOBAL GROUP INC COM 08579W103 BBG001T6B4W6 3,114,073 50,300 SH   SOLE   50,300 0 0
BRIACELL THERAPEUTICS CORP COM 107930109 BBG001SMHR46 411,107 66,090 SH   SOLE   66,090 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 BBG019Z17GF9 598,758 17,886 SH   SOLE   17,886 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 BBG001SF86D7 3,360,596 106,982 SH   SOLE   106,982 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 BBG001S5P686 1,548,732 52,531 SH   SOLE   52,531 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 BBG0074Q3NL5 1,158,750 25,000 SH   SOLE   25,000 0 0
CAMECO CORP COM 13321L108 BBG001S5Y5S6 1,379,257 34,603 SH   SOLE   34,603 0 0
CANADIAN IMPERIAL BK COMM TO COM 136069101 BBG001S5YBB1 1,422,164 36,673 SH   SOLE   36,673 0 0
CANADIAN NAT RES LTD COM 136385101 BBG001S5YC56 5,921,209 91,137 SH   SOLE   91,137 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 BBG001S7F4Z8 7,458,719 99,883 SH   SOLE   99,883 0 0
CARMAX INC COM 143130102 BBG001SD9561 1,768,250 25,000 SH   SOLE   25,000 0 0
CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 334,675 16,000 SH   SOLE   16,000 0 0
CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 1,740,600 15,000 SH   SOLE   15,000 0 0
CLEAN HARBORS INC COM 184496107 BBG001S5PW98 3,012,480 18,000 SH   SOLE   18,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG001S5PW43 390,750 25,000 SH   SOLE   25,000 0 0
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 2,601,915 36,590 SH   SOLE   36,590 0 0
COPART INC COM 217204106 BBG001S7MTB1 3,005,958 69,760 SH   SOLE   69,760 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 6,659,748 11,788 SH   SOLE   11,788 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 2,333,454 33,421 SH   SOLE   33,421 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 2,903,292 35,821 SH   SOLE   35,821 0 0
DOORDASH INC CL A 25809K105 BBG005D7QCK1 2,503,305 31,500 SH   SOLE   31,500 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 BBG0134WCMB3 1,476,475 50,152 SH   SOLE   50,152 0 0
ENBRIDGE INC COM 29250N105 BBG001S6Q6D7 1,667,750 50,051 SH   SOLE   50,051 0 0
ENERFLEX LTD COM 29269R105 BBG001SXXC92 715,385 124,000 SH   SOLE   124,000 0 0
ETF MANAGERS TR PRIME JUNIR SLVR 26924G102 BBG003NYHL53 299,132 35,275 SH   SOLE   35,275 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 6,691,057 179,433 SH   SOLE   179,433 0 0
FTAI AVIATION LTD SHS G3730V105 BBG019M62R54 1,422,000 40,000 SH   SOLE   40,000 0 0
GLOBAL X FDS GLOBAL X SILVER 37954Y848 BBG001SSPRJ8 341,101 14,272 SH   SOLE   14,272 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 BBG001TF8NP6 694,739 25,693 SH   SOLE   25,693 0 0
GRACO INC COM 384109104 BBG001S5RK56 1,331,153 18,265 SH   SOLE   18,265 0 0
HALLIBURTON CO COM 406216101 BBG001S5RS59 810,000 20,000 SH   SOLE   20,000 0 0
HEICO CORP NEW COM 422806109 BBG001S5RVC4 2,717,185 16,780 SH   SOLE   16,780 0 0
IDEX CORP COM 45167R104 BBG001S67N14 3,832,769 18,425 SH   SOLE   18,425 0 0
INTEL CORP COM 458140100 BBG001S5SF65 2,649,186 74,520 SH   SOLE   74,520 0 0
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 BBG001V0MBC0 682,175 32,500 SH   SOLE   32,500 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 1,781,340 22,000 SH   SOLE   22,000 0 0
ISHARES TR 7-10 YR TRSY BD 464287440 BBG001S80936 915,900 10,000 SH   SOLE   10,000 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 6,032,832 41,600 SH   SOLE   41,600 0 0
KENVUE INC COM 49177J102 BBG01C79X614 8,684,761 432,508 SH   SOLE   432,508 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102 BBG00FQH6N85 704,000 44,000 SH   SOLE   44,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 1,424,136 17,150 SH   SOLE   17,150 0 0
MANULIFE FINL CORP COM 56501R106 BBG001S76KD6 274,856 14,972 SH   SOLE   14,972 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 5,216,112 19,800 SH   SOLE   19,800 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 6,549,081 21,815 SH   SOLE   21,815 0 0
MGM RESORTS INTERNATIONAL COM 552953101 BBG001S6BYT5 1,396,880 38,000 SH   SOLE   38,000 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 19,580,921 62,014 SH   SOLE   62,014 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1F7 529,500 10,000 SH   SOLE   10,000 0 0
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 2,618,830 32,066 SH   SOLE   32,066 0 0
MSCI INC COM 55354G100 BBG001SV8B05 5,359,121 10,445 SH   SOLE   10,445 0 0
NATERA INC COM 632307104 BBG001V0FSF8 738,975 16,700 SH   SOLE   16,700 0 0
NORTH AMERN CONSTR GROUP LTD COM 656811106 BBG001SBRPM3 2,155,007 99,000 SH   SOLE   99,000 0 0
NUTRIEN LTD COM 67077M108 BBG00JM9SM69 3,384,980 54,560 SH   SOLE   54,560 0 0
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 803,100 10,000 SH   SOLE   10,000 0 0
PAPA JOHNS INTL INC COM 698813102 BBG001S6XNB4 1,364,400 20,000 SH   SOLE   20,000 0 0
PEABODY ENERGY CORP COM 704551100 BBG00GBV89J5 1,299,500 50,000 SH   SOLE   50,000 0 0
PEMBINA PIPELINE CORP COM 706327103 BBG001SB0CJ5 954,544 31,600 SH   SOLE   31,600 0 0
PFIZER INC COM 717081103 BBG001S5V466 1,222,281 36,849 SH   SOLE   36,849 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 3,703,941 40,008 SH   SOLE   40,008 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 3,088,586 21,175 SH   SOLE   21,175 0 0
RB GLOBAL INC COM 74935Q107 BBG001SBQWW8 7,415,526 117,895 SH   SOLE   117,895 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 BBG0076WG2T4 6,373,781 95,272 SH   SOLE   95,272 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 BBG001S604S4 589,658 15,287 SH   SOLE   15,287 0 0
ROYAL BK CDA COM 780087102 BBG001S60869 14,207,477 161,824 SH   SOLE   161,824 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 6,104,174 16,705 SH   SOLE   16,705 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 583,000 10,000 SH   SOLE   10,000 0 0
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 3,155,817 57,483 SH   SOLE   57,483 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 3,493,135 21,310 SH   SOLE   21,310 0 0
SELECT WATER SOLUTIONS INC CL A COM 81617J301 BBG00G4Y2F27 318,000 40,000 SH   SOLE   40,000 0 0
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 3,497,756 13,714 SH   SOLE   13,714 0 0
SONY GROUP CORP SPONSORED ADR 835699307 BBG001S5W6H8 3,296,400 40,000 SH   SOLE   40,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 9,163,034 21,435 SH   SOLE   21,435 0 0
SPDR SER TR S&P METALS MNG 78464A755 BBG001SMH2W0 992,061 18,900 SH   SOLE   18,900 0 0
SPROTT PHYSICAL GOLD TR UNIT 85207H104 BBG001T66XM9 3,602,177 250,393 SH   SOLE   250,393 0 0
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 BBG001T96GD0 1,954,350 256,035 SH   SOLE   256,035 0 0
STANLEY BLACK & DECKER INC COM 854502101 BBG001S5WHT1 1,679,958 20,100 SH   SOLE   20,100 0 0
STANTEC INC COM 85472N109 BBG001S6JJQ3 3,552,578 54,500 SH   SOLE   54,500 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 4,427,794 16,203 SH   SOLE   16,203 0 0
SUN CMNTYS INC COM 866674104 BBG001S7HRC0 2,694,602 22,770 SH   SOLE   22,770 0 0
SUNCOR ENERGY INC NEW COM 867224107 BBG001S5YSF0 4,487,028 129,875 SH   SOLE   129,875 0 0
TC ENERGY CORP COM 87807B107 BBG001S5WW27 6,340,053 183,510 SH   SOLE   183,510 0 0
TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 8,996,657 208,065 SH   SOLE   208,065 0 0
TELUS CORPORATION COM 87971M103 BBG001S60K53 4,519,011 275,460 SH   SOLE   275,460 0 0
TEMPUR SEALY INTL INC COM 88023U101 BBG001SH81D4 1,733,600 40,000 SH   SOLE   40,000 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 3,105,230 12,410 SH   SOLE   12,410 0 0
THOMSON REUTERS CORP. COM 884903808 BBG001S5WSW3 2,717,920 22,115 SH   SOLE   22,115 0 0
TORO CO COM 891092108 BBG001S5WX98 1,578,900 19,000 SH   SOLE   19,000 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 BBG001S60L15 11,554,372 190,902 SH   SOLE   190,902 0 0
TREX CO INC COM 89531P105 BBG001SB6TV8 1,146,318 18,600 SH   SOLE   18,600 0 0
TUCOWS INC COM NEW 898697206 BBG001S978L9 918,470 45,001 SH   SOLE   45,001 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 2,759,400 60,000 SH   SOLE   60,000 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 3,512,618 17,250 SH   SOLE   17,250 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 5,123,075 10,161 SH   SOLE   10,161 0 0
VAIL RESORTS INC COM 91879Q109 BBG001S5TFD6 2,252,184 10,150 SH   SOLE   10,150 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 786,633 29,232 SH   SOLE   29,232 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 BBG001T60G06 1,615,948 50,138 SH   SOLE   50,138 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 5,596,603 24,332 SH   SOLE   24,332 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 366,960 16,500 SH   SOLE   16,500 0 0
WALMART INC COM 931142103 BBG001S5XH92 5,390,281 33,704 SH   SOLE   33,704 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 BBG00RP2T9V3 3,739,740 119,100 SH   SOLE   119,100 0 0
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 6,106,293 45,269 SH   SOLE   45,269 0 0
WATSCO INC COM 942622200 BBG001S82CQ2 4,185,138 11,080 SH   SOLE   11,080 0 0
WESCO INTL INC COM 95082P105 BBG001SCRP78 2,519,726 17,520 SH   SOLE   17,520 0 0
WEST FRASER TIMBER CO LTD COM 952845105 BBG001S60WD8 1,463,906 20,071 SH   SOLE   20,071 0 0
XPO INC COM 983793100 BBG001SJW3C0 1,045,240 14,000 SH   SOLE   14,000 0 0