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
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 5,367,643 10,977 SH   SOLE   10,977 0 0
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 7,750,092 60,472 SH   SOLE   60,472 0 0
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 12,870,406 57,588 SH   SOLE   57,588 0 0
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 1,766,786 4,996 SH   SOLE   4,996 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 7,847,532 65,560 SH   SOLE   65,560 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,136,739 8,720 SH   SOLE   8,720 0 0
APPLE INC COM 037833100 BBG001S5N8V8 4,796,684 24,729 SH   SOLE   24,729 0 0
AT&T INC COM 00206R102 BBG001S5VWH2 4,983,562 312,449 SH   SOLE   312,449 0 0
B2GOLD CORP COM 11777Q209 BBG001T0CNW6 78,482 22,000 SH   SOLE   22,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 BBG001S5P6Q6 445,200 10,000 SH   SOLE   10,000 0 0
BLOCK INC CL A 852234103 BBG001TFLWL5 261,620 3,930 SH   SOLE   3,930 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 2,092,756 775 SH   SOLE   775 0 0
BUNGE LIMITED COM G16962105 BBG001SJ9BG4 11,034,044 116,948 SH   SOLE   116,948 0 0
CAMPBELL SOUP CO COM 134429109 BBG001S5Q2B0 3,693,368 80,800 SH   SOLE   80,800 0 0
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 292,064 1,510 SH   SOLE   1,510 0 0
CLOROX CO DEL COM 189054109 BBG001S5PX50 4,097,984 25,767 SH   SOLE   25,767 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 5,221,060 86,041 SH   SOLE   86,041 0 0
CORNING INC COM 219350105 BBG001S5RLH1 3,283,003 93,693 SH   SOLE   93,693 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 269,190 500 SH   SOLE   500 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 2,569,039 28,775 SH   SOLE   28,775 0 0
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 248,482 2,749 SH   SOLE   2,749 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 558,022 5,203 SH   SOLE   5,203 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 8,675,786 34,819 SH   SOLE   34,819 0 0
FORTUNA SILVER MINES INC COM 349915108 BBG001S982M0 2,443,213 754,078 SH   SOLE   754,078 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 8,889,254 115,340 SH   SOLE   115,340 0 0
GUARDANT HEALTH INC COM 40131M109 BBG006D97VZ8 3,328,326 92,970 SH   SOLE   92,970 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 372,768 1,200 SH   SOLE   1,200 0 0
ILLUMINA INC COM 452327109 BBG001SF4NY1 3,549,561 18,932 SH   SOLE   18,932 0 0
INTEL CORP COM 458140100 BBG001S5SF65 6,592,863 197,155 SH   SOLE   197,155 0 0
IONIS PHARMACEUTICALS INC COM 462222100 BBG001SB7RD1 8,408,975 204,947 SH   SOLE   204,947 0 0
ISHARES SILVER TR ISHARES 46428Q109 BBG001SQLN69 673,034 32,218 SH   SOLE   32,218 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 328,602 2,082 SH   SOLE   2,082 0 0
ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 1,800,335 16,300 SH   SOLE   16,300 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 501,526 3,030 SH   SOLE   3,030 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 201,434 1,385 SH   SOLE   1,385 0 0
KINROSS GOLD CORP COM 496902404 BBG001S5R0C2 76,320 16,000 SH   SOLE   16,000 0 0
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 9,336,145 262,990 SH   SOLE   262,990 0 0
LUOKUNG TECHNOLOGY CORP SHS NEW G56981205 BBG00MZ7L8Q8 194,785 169,378 SH   SOLE   169,378 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 2,308,278 5,869 SH   SOLE   5,869 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 1,371,791 4,597 SH   SOLE   4,597 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 7,382,804 83,690 SH   SOLE   83,690 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 11,310,456 39,412 SH   SOLE   39,412 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 306,486 900 SH   SOLE   900 0 0
MOSAIC CO NEW COM 61945C103 BBG001S7LJN1 4,433,240 126,664 SH   SOLE   126,664 0 0
MP MATERIALS CORP COM CL A 553368101 BBG00TJGL0T5 3,985,696 174,200 SH   SOLE   174,200 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 12,345,613 28,027 SH   SOLE   28,027 0 0
NUTRIEN LTD COM 67077M108 BBG00JM9SM69 5,593,992 93,798 SH   SOLE   93,798 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 3,934,734 58,965 SH   SOLE   58,965 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 872,339 12,617 SH   SOLE   12,617 0 0
PTC THERAPEUTICS INC COM 69366J200 BBG001SNNC86 207,417 5,100 SH   SOLE   5,100 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 216,415 1,818 SH   SOLE   1,818 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 301,068 419 SH   SOLE   419 0 0
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 543,593 1,650 SH   SOLE   1,650 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 8,508,610 171,438 SH   SOLE   171,438 0 0
SONIM TECHNOLOGIES INC COM NEW 83548F200 BBG001SMF920 254,150 221,000 SH   SOLE   221,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 25,481,201 142,936 SH   SOLE   142,936 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 1,765,240 19,225 SH   SOLE   19,225 0 0
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 BBG001T96GD0 864,978 111,037 SH   SOLE   111,037 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 1,869,064 18,868 SH   SOLE   18,868 0 0
SYSCO CORP COM 871829107 BBG001S5WJS8 6,944,897 93,597 SH   SOLE   93,597 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 202,718 2,000 SH   SOLE   2,000 0 0
TARGA RES CORP COM 87612G101 BBG001TC94B9 4,376,435 57,509 SH   SOLE   57,509 0 0
TRIPADVISOR INC COM 896945201 BBG001V10VR2 1,145,412 69,461 SH   SOLE   69,461 0 0
TUSIMPLE HLDGS INC CL A 90089L108 BBG00ZSDS7N2 22,692 13,670 SH   SOLE   13,670 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 247,358 605 SH   SOLE   605 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 2,345,097 41,817 SH   SOLE   41,817 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 3,651,022 128,151 SH   SOLE   128,151 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 5,468,503 128,128 SH   SOLE   128,128 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 BBG0042V6JN7 3,161,307 46,572 SH   SOLE   46,572 0 0