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 4,313,061 11,192 SH   SOLE   11,192 0 0
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 3,890,237 31,272 SH   SOLE   31,272 0 0
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 12,615,239 56,969 SH   SOLE   56,969 0 0
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 1,726,167 5,166 SH   SOLE   5,166 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 7,025,633 67,730 SH   SOLE   67,730 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 900,689 8,720 SH   SOLE   8,720 0 0
APPLE INC COM 037833100 BBG001S5N8V8 4,063,796 24,644 SH   SOLE   24,644 0 0
AT&T INC COM 00206R102 BBG001S5VWH2 6,126,486 318,259 SH   SOLE   318,259 0 0
B2GOLD CORP COM 11777Q209 BBG001T0CNW6 86,816 22,000 SH   SOLE   22,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 BBG001S5P6Q6 454,400 10,000 SH   SOLE   10,000 0 0
BLOCK INC CL A 852234103 BBG001TFLWL5 269,795 3,930 SH   SOLE   3,930 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 2,084,794 786 SH   SOLE   786 0 0
BUNGE LIMITED COM G16962105 BBG001SJ9BG4 11,619,339 121,643 SH   SOLE   121,643 0 0
CAMPBELL SOUP CO COM 134429109 BBG001S5Q2B0 4,596,328 83,600 SH   SOLE   83,600 0 0
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 354,918 1,820 SH   SOLE   1,820 0 0
CLOROX CO DEL COM 189054109 BBG001S5PX50 4,002,997 25,297 SH   SOLE   25,297 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 5,562,797 89,019 SH   SOLE   89,019 0 0
CORNING INC COM 219350105 BBG001S5RLH1 3,563,033 100,993 SH   SOLE   100,993 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 248,435 500 SH   SOLE   500 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 2,801,645 27,980 SH   SOLE   27,980 0 0
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 239,548 2,749 SH   SOLE   2,749 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 570,561 5,203 SH   SOLE   5,203 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 8,417,305 36,654 SH   SOLE   36,654 0 0
FORTUNA SILVER MINES INC COM 349915108 BBG001S982M0 2,963,854 775,878 SH   SOLE   775,878 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 10,092,886 121,645 SH   SOLE   121,645 0 0
GUARDANT HEALTH INC COM 40131M109 BBG006D97VZ8 2,107,725 89,920 SH   SOLE   89,920 0 0
HECLA MNG CO COM 422704106 BBG001S5RXF7 81,024 12,800 SH   SOLE   12,800 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 354,144 1,200 SH   SOLE   1,200 0 0
ILLUMINA INC COM 452327109 BBG001SF4NY1 4,365,429 18,772 SH   SOLE   18,772 0 0
INTEL CORP COM 458140100 BBG001S5SF65 6,501,624 199,009 SH   SOLE   199,009 0 0
IONIS PHARMACEUTICALS INC COM 462222100 BBG001SB7RD1 7,530,347 210,698 SH   SOLE   210,698 0 0
ISHARES SILVER TR ISHARES 46428Q109 BBG001SQLN69 741,418 33,518 SH   SOLE   33,518 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 317,005 2,082 SH   SOLE   2,082 0 0
ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 1,823,250 16,500 SH   SOLE   16,500 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 493,985 3,187 SH   SOLE   3,187 0 0
KINROSS GOLD CORP COM 496902404 BBG001S5R0C2 75,360 16,000 SH   SOLE   16,000 0 0
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 11,054,206 285,860 SH   SOLE   285,860 0 0
LUOKUNG TECHNOLOGY CORP SHS NEW G56981205 BBG00MZ7L8Q8 401,169 191,033 SH   SOLE   191,033 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 2,174,282 5,983 SH   SOLE   5,983 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 1,285,367 4,597 SH   SOLE   4,597 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 1,144,704 14,080 SH   SOLE   14,080 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 9,606,200 89,677 SH   SOLE   89,677 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 8,724,934 41,167 SH   SOLE   41,167 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 259,470 900 SH   SOLE   900 0 0
MOSAIC CO NEW COM 61945C103 BBG001S7LJN1 5,934,394 129,346 SH   SOLE   129,346 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 9,951,551 28,805 SH   SOLE   28,805 0 0
NUTRIEN LTD COM 67077M108 BBG00JM9SM69 7,164,079 96,444 SH   SOLE   96,444 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 4,673,348 61,540 SH   SOLE   61,540 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 957,630 12,617 SH   SOLE   12,617 0 0
PFIZER INC COM 717081103 BBG001S5V466 212,160 5,200 SH   SOLE   5,200 0 0
PTC THERAPEUTICS INC COM 69366J200 BBG001SNNC86 395,997 8,175 SH   SOLE   8,175 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 231,940 1,818 SH   SOLE   1,818 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 383,720 467 SH   SOLE   467 0 0
ROBLOX CORP CL A 771049103 BBG001V1Y6Z1 221,751 4,930 SH   SOLE   4,930 0 0
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 484,193 1,650 SH   SOLE   1,650 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 8,566,860 173,515 SH   SOLE   173,515 0 0
SONIM TECHNOLOGIES INC COM NEW 83548F200 BBG001SMF920 202,000 200,000 SH   SOLE   200,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 27,024,034 147,495 SH   SOLE   147,495 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 2,022,336 22,025 SH   SOLE   22,025 0 0
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 BBG001T96GD0 1,036,137 124,237 SH   SOLE   124,237 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 2,013,145 19,333 SH   SOLE   19,333 0 0
SYSCO CORP COM 871829107 BBG001S5WJS8 7,499,960 97,112 SH   SOLE   97,112 0 0
TARGA RES CORP COM 87612G101 BBG001TC94B9 4,266,408 58,484 SH   SOLE   58,484 0 0
TRIPADVISOR INC COM 896945201 BBG001V10VR2 1,405,115 70,751 SH   SOLE   70,751 0 0
TUSIMPLE HLDGS INC CL A 90089L108 BBG00ZSDS7N2 20,095 13,670 SH   SOLE   13,670 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 2,308,717 41,817 SH   SOLE   41,817 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 4,380,456 126,676 SH   SOLE   126,676 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 4,814,843 128,808 SH   SOLE   128,808 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 BBG0042V6JN7 3,367,326 45,603 SH   SOLE   45,603 0 0