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
HORIZON THERAPEUTICS PUB L SHS G46188101   5,867,983 51,564 SH   OTR   51,564 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   5,850,851 10,708 SH   OTR   10,708 0 0
AGNICO EAGLE MINES LTD COM 008474108   13,439,311 258,498 SH   OTR   258,498 0 0
ALPHABET INC CAP STK CL A 02079K305   17,438,307 197,646 SH   OTR   197,646 0 0
AMAZON COM INC COM 023135106   21,620,760 257,390 SH   OTR   257,390 0 0
APPLE INC COM 037833100   6,715,562 51,686 SH   OTR   51,686 0 0
APPLIED MATLS INC COM 038222105   1,983,923 20,373 SH   OTR   20,373 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   11,749,672 173,299 SH   OTR   173,299 0 0
BP PLC SPONSORED ADR 055622104   16,766,400 480,000 SH   OTR   480,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   7,920,814 25,642 SH   OTR   25,642 0 0
CHENIERE ENERGY INC COM NEW 16411R208   15,528,808 103,553 SH   OTR   103,553 0 0
DANAHER CORPORATION COM 235851102   7,711,513 29,054 SH   OTR   29,054 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   9,401,304 52,760 SH   OTR   52,760 0 0
EQT CORP COM 26884L109   15,430,201 456,110 SH   OTR   456,110 0 0
META PLATFORMS INC CL A 30303M102   12,635,700 105,000 SH   OTR   105,000 0 0
FRANCO NEV CORP COM 351858105   9,728,977 71,285 SH   OTR   71,285 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   12,254,683 119,453 SH   OTR   119,453 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   2,653,500 10,000 SH   OTR   10,000 0 0
IQVIA HLDGS INC COM 46266C105   8,195,600 40,000 SH   OTR   40,000 0 0
JPMORGAN CHASE & CO COM 46625H100   1,912,937 14,265 SH   OTR   14,265 0 0
KLA CORP COM NEW 482480100   1,988,079 5,273 SH   OTR   5,273 0 0
MASTERCARD INCORPORATED CL A 57636Q104   13,692,216 39,376 SH   OTR   39,376 0 0
MERCK & CO INC COM 58933Y105   3,900,003 35,151 SH   OTR   35,151 0 0
MICROSOFT CORP COM 594918104   23,732,347 98,959 SH   OTR   98,959 0 0
NOVARTIS AG SPONSORED ADR 66987V109   7,983,360 88,000 SH   OTR   88,000 0 0
PULTE GROUP INC COM 745867101   15,799,047 347,003 SH   OTR   347,003 0 0
ROPER TECHNOLOGIES INC COM 776696106   3,672,765 8,500 SH   OTR   8,500 0 0
S&P GLOBAL INC COM 78409V104   2,818,185 8,414 SH   OTR   8,414 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   9,851,451 132,252 SH   OTR   132,252 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   7,867,708 14,287 SH   OTR   14,287 0 0
UBER TECHNOLOGIES INC COM 90353T100   5,935,200 240,000 SH   OTR   240,000 0 0
VISA INC COM CL A 92826C839   17,659,600 85,000 SH   OTR   85,000 0 0
WALMART INC COM 931142103   5,295,857 37,350 SH   OTR   37,350 0 0
WESTERN ALLIANCE BANCORP COM 957638109   16,270,363 273,176 SH   OTR   273,176 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   9,984,588 255,491 SH   OTR   255,491 0 0