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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALMADEN MINERALS LTD COM CL B 020283305 249 422,522 SH   SOLE   0 0 422,522
ALPHABET INC CAP STK CL A 02079K305 6,777 6,259 SH   SOLE   0 0 6,259
ALTRIA GROUP INC COM 02209S103 12,280 259,355 SH   SOLE   0 0 259,355
AMAZON COM INC COM 023135106 269 142 SH   SOLE   0 0 142
AMERICAN EXPRESS CO COM 025816109 3,606 29,209 SH   SOLE   0 0 29,209
ANADARKO PETE CORP COM 032511107 8,102 114,830 SH   SOLE   0 0 114,830
APPLE INC COM 037833100 2,824 14,267 SH   SOLE   0 0 14,267
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 4,049 67,881 SH   SOLE   0 0 67,881
BARRICK GOLD CORPORATION COM 067901108 7,299 462,810 SH   SOLE   0 0 462,810
BARRICK GOLD CORPORATION COM 067901108 11 700 SH Call SOLE   0 0 400
BERKLEY W R CORP COM 084423102 5,538 84,000 SH   SOLE   0 0 84,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 478 2,244 SH   SOLE   0 0 2,244
BLACKSTONE MTG TR INC COM CL A 09257W100 3,214 90,326 SH   SOLE   0 0 90,326
BOOKING HLDGS INC COM 09857L108 1,970 1,051 SH   SOLE   0 0 1,051
CBRE GROUP INC CL A 12504L109 2,013 39,243 SH   SOLE   0 0 39,243
CELGENE CORP COM 151020104 35,905 388,416 SH   SOLE   0 0 388,416
CLEARBRIDGE ENERGY MIDSTRM O COM 18469P100 181 19,670 SH   SOLE   0 0 19,670
COCA COLA CO COM 191216100 1,730 33,980 SH   SOLE   0 0 33,980
CVS HEALTH CORP COM 126650100 1,748 32,074 SH   SOLE   0 0 32,074
DELL TECHNOLOGIES INC CL C 24703L202 7,005 137,889 SH   SOLE   0 0 137,889
DISNEY WALT CO COM DISNEY 254687106 2,940 21,056 SH   SOLE   0 0 21,056
DISNEY WALT CO COM DISNEY 254687106 42 300 SH Call SOLE   0 0 300
FOX CORP CL B COM 35137L204 10,618 290,674 SH   SOLE   0 0 290,674
FRANCO NEVADA CORP COM 351858105 1,696 19,986 SH   SOLE   0 0 19,986
FREEPORT-MCMORAN INC CL B 35671D857 755 65,002 SH   SOLE   0 0 65,002
GENERAL MLS INC COM 370334104 2,120 40,365 SH   SOLE   0 0 40,365
GENWORTH FINL INC COM CL A 37247D106 1,498 403,660 SH   SOLE   0 0 403,660
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 6,026 114,562 SH   SOLE   0 0 114,562
GLU MOBILE INC COM 379890106 77 10,718 SH   SOLE   0 0 10,718
HERSHEY CO COM 427866108 16,963 126,561 SH   SOLE   0 0 126,561
HOWARD HUGHES CORP COM 44267D107 3,398 27,438 SH   SOLE   0 0 27,438
INVESTORS BANCORP INC NEW COM 46146L101 7,739 694,108 SH   SOLE   0 0 694,108
ISHARES SILVER TRUST ISHARES 46428Q109 2,835 197,808 SH   SOLE   0 0 197,808
ISHARES SILVER TRUST ISHARES 46428Q109 50 3,500 SH Call SOLE   0 0 3,500
KEURIG DR PEPPER INC COM 49271V100 2,996 103,666 SH   SOLE   0 0 103,666
MACQUARIE INFRASTRUCTURE COR COM 55608B105 2,555 63,012 SH   SOLE   0 0 63,012
MARKETAXESS HLDGS INC COM 57060D108 2,789 8,678 SH   SOLE   0 0 8,678
MICROSOFT CORP COM 594918104 5,725 42,737 SH   SOLE   0 0 42,737
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 186 12,096 SH   SOLE   0 0 12,096
NEW YORK TIMES CO CL A 650111107 2,515 77,086 SH   SOLE   0 0 77,086
NUTRIEN LTD COM 67077M108 536 10,000 SH   SOLE   0 0 10,000
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 2,608 431,017 SH   SOLE   0 0 431,017
PROSHARES TR SHORT S&P 500 NE 74347B425 1,028 38,645 SH   SOLE   0 0 38,645
RED HAT INC COM 756577102 24,049 128,086 SH   SOLE   0 0 128,086
SAREPTA THERAPEUTICS INC COM 803607100 7,507 49,403 SH   SOLE   0 0 49,403
SPARK THERAPEUTICS INC COM 84652J103 17,159 167,605 SH   SOLE   0 0 167,605
SPDR SERIES TRUST PORTFOLIO SH TSR 78468R101 1,480 49,321 SH   SOLE   0 0 49,321
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,065 14,124 SH   SOLE   0 0 14,124
STARBUCKS CORP COM 855244109 2,905 34,659 SH   SOLE   0 0 34,659
SYNCHRONOSS TECHNOLOGIES INC NOTE 0.750% 8/1 87157BAA1 80 80,000 PRN   SOLE   0 0 80,000
TRAVELERS COMPANIES INC COM 89417E109 3,015 20,164 SH   SOLE   0 0 20,164
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 5,591 218,756 SH   SOLE   0 0 218,756
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 7,005 200,370 SH   SOLE   0 0 200,370
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 217 3,566 SH   SOLE   0 0 3,566