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 INC COM 00724F101 BBG001S5NCQ5 5,062,147 10,032 SH   SOLE   10,032 0 0
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 9,359,336 56,737 SH   SOLE   56,737 0 0
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 8,997,545 68,091 SH   SOLE   68,091 0 0
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 1,520,565 4,637 SH   SOLE   4,637 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 9,244,915 61,253 SH   SOLE   61,253 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 249,706 1,640 SH   SOLE   1,640 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,624,683 9,007 SH   SOLE   9,007 0 0
APPLE INC COM 037833100 BBG001S5N8V8 4,286,829 24,999 SH   SOLE   24,999 0 0
AT&T INC COM 00206R102 BBG001S5VWH2 2,367,218 134,501 SH   SOLE   134,501 0 0
B2GOLD CORP COM 11777Q209 BBG001T0CNW6 57,719 22,000 SH   SOLE   22,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 BBG001S5P6Q6 576,200 10,000 SH   SOLE   10,000 0 0
BLOCK INC CL A 852234103 BBG001TFLWL5 332,399 3,930 SH   SOLE   3,930 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 2,829,746 780 SH   SOLE   780 0 0
BUNGE GLOBAL SA COM SHS H11356104 BBG01JZ8VLC7 9,117,514 88,934 SH   SOLE   88,934 0 0
CAMPBELL SOUP CO COM 134429109 BBG001S5Q2B0 3,397,314 76,430 SH   SOLE   76,430 0 0
CG ONCOLOGY INC COM 156944100 BBG00YHKK4R2 1,097,500 25,000 SH   SOLE   25,000 0 0
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 392,585 1,510 SH   SOLE   1,510 0 0
CLOROX CO DEL COM 189054109 BBG001S5PX50 3,847,654 25,130 SH   SOLE   25,130 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 4,980,312 80,764 SH   SOLE   80,764 0 0
CORNING INC COM 219350105 BBG001S5RLH1 4,089,281 124,068 SH   SOLE   124,068 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 366,315 500 SH   SOLE   500 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 7,307,716 59,723 SH   SOLE   59,723 0 0
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 311,792 2,749 SH   SOLE   2,749 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 604,797 5,203 SH   SOLE   5,203 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 9,375,729 32,219 SH   SOLE   32,219 0 0
FORTUNA SILVER MINES INC COM 349915108 BBG001S982M0 2,630,333 705,183 SH   SOLE   705,183 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 8,201,803 111,970 SH   SOLE   111,970 0 0
GUARDANT HEALTH INC COM 40131M109 BBG006D97VZ8 3,024,193 146,592 SH   SOLE   146,592 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 460,320 1,200 SH   SOLE   1,200 0 0
ILLUMINA INC COM 452327109 BBG001SF4NY1 2,481,372 18,070 SH   SOLE   18,070 0 0
INTEL CORP COM 458140100 BBG001S5SF65 8,048,216 182,210 SH   SOLE   182,210 0 0
IONIS PHARMACEUTICALS INC COM 462222100 BBG001SB7RD1 8,409,597 193,993 SH   SOLE   193,993 0 0
ISHARES SILVER TR ISHARES 46428Q109 BBG001SQLN69 722,722 31,768 SH   SOLE   31,768 0 0
ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 1,204,792 8,780 SH   SOLE   8,780 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 281,919 1,574 SH   SOLE   1,574 0 0
ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 1,392,804 12,600 SH   SOLE   12,600 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 479,316 3,030 SH   SOLE   3,030 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 277,416 1,385 SH   SOLE   1,385 0 0
KINROSS GOLD CORP COM 496902404 BBG001S5R0C2 95,015 15,500 SH   SOLE   15,500 0 0
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 10,677,421 289,361 SH   SOLE   289,361 0 0
LUOKUNG TECHNOLOGY CORP SHS NEW G56981205 BBG00MZ7L8Q8 108,317 169,378 SH   SOLE   169,378 0 0
M & T BK CORP COM 55261F104 BBG001S7S2B4 218,160 1,500 SH   SOLE   1,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 2,751,209 5,713 SH   SOLE   5,713 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 1,296,124 4,597 SH   SOLE   4,597 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 7,006,976 79,772 SH   SOLE   79,772 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 16,950,141 34,907 SH   SOLE   34,907 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 389,587 926 SH   SOLE   926 0 0
MOSAIC CO NEW COM 61945C103 BBG001S7LJN1 3,966,320 122,191 SH   SOLE   122,191 0 0
MP MATERIALS CORP COM CL A 553368101 BBG00TJGL0T5 2,358,556 164,934 SH   SOLE   164,934 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 15,639,355 25,751 SH   SOLE   25,751 0 0
NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 219,860 1,700 SH   SOLE   1,700 0 0
NUTRIEN LTD COM 67077M108 BBG00JM9SM69 4,975,222 90,568 SH   SOLE   90,568 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 3,506,257 52,340 SH   SOLE   52,340 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 1,086,821 9,349 SH   SOLE   9,349 0 0
PROSHARES TR ULTRAPRO SHT QQQ 74347G432 BBG001T6S3C2 113,226 10,804 SH   SOLE   10,804 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 307,787 1,818 SH   SOLE   1,818 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 403,283 419 SH   SOLE   419 0 0
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 480,695 1,650 SH   SOLE   1,650 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 8,000,366 145,238 SH   SOLE   145,238 0 0
SONIM TECHNOLOGIES INC COM NEW 83548F200 BBG001SMF920 251,930 413,000 SH   SOLE   413,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 21,504,117 104,531 SH   SOLE   104,531 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 3,825,214 41,669 SH   SOLE   41,669 0 0
SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 484,224 5,103 SH   SOLE   5,103 0 0
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 BBG001T96GD0 903,917 109,037 SH   SOLE   109,037 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 1,841,326 20,148 SH   SOLE   20,148 0 0
SYSCO CORP COM 871829107 BBG001S5WJS8 9,297,627 114,531 SH   SOLE   114,531 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 273,191 2,000 SH   SOLE   2,000 0 0
TARGA RES CORP COM 87612G101 BBG001TC94B9 6,203,910 55,397 SH   SOLE   55,397 0 0
TRIPADVISOR INC COM 896945201 BBG001V10VR2 1,871,128 67,331 SH   SOLE   67,331 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 472,047 982 SH   SOLE   982 0 0
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 BBG001TCH518 207,661 2,396 SH   SOLE   2,396 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 2,530,610 41,967 SH   SOLE   41,967 0 0
VANGUARD WORLD FD MEGA GRWTH IND 921910816 BBG001T0Y6W9 241,039 841 SH   SOLE   841 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 2,336,013 107,700 SH   SOLE   107,700 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 7,202,979 124,275 SH   SOLE   124,275 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 BBG0042V6JN7 4,006,593 61,291 SH   SOLE   61,291 0 0