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
ADVANCED MICRO DEVICES INC COM 007903107 383 3,500 SH   SOLE   3,500 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,019 16,500 SH   SOLE   16,500 0 0
AGORA INC ADS 00851L103 320 32,200 SH   SOLE   32,200 0 0
AGORA INC ADS 00851L103 2,982 300,000 SH   DFND 1 300,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 348 3,200 SH   SOLE   3,200 0 0
ALPHABET INC CAP STK CL C 02079K107 2,254 807 SH   SOLE   807 0 0
AMAZON COM INC COM 023135106 2,067 632 SH   SOLE   632 0 0
BAUSCH HEALTH COS INC COM 071734107 857 37,506 SH   SOLE   37,506 0 0
BIONTECH SE SPONSORED ADS 09075V102 418 2,450 SH   SOLE   2,450 0 0
BLACKROCK INC COM 09247X101 1,065 1,393 SH   SOLE   1,393 0 0
BROADCOM INC COM 11135F101 441 700 SH   SOLE   700 0 0
DADA NEXUS LTD ADS 23344D108 561 61,400 SH   SOLE   61,400 0 0
DANAOS CORPORATION SHS Y1968P121 431 4,200 SH   SOLE   4,200 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 413 10,000 SH   SOLE   10,000 0 0
EPAM SYS INC COM 29414B104 212 715 SH   SOLE   715 0 0
EQUINOX GOLD CORP COM 29446Y502 578 70,000 SH   SOLE   70,000 0 0
EVERQUOTE INC COM CL A 30041R108 415 25,628 SH   SOLE   25,628 0 0
FARFETCH LTD ORD SH CL A 30744W107 1,542 102,006 SH   SOLE   102,006 0 0
FIRSTHAND TECHNOLOGY VALUE F COM 33766Y100 206 59,347 SH   SOLE   59,347 0 0
FORTUNA SILVER MINES INC COM 349915108 576 150,000 SH   SOLE   150,000 0 0
FRANKLIN COVEY CO COM 353469109 1,677 37,077 SH   SOLE   37,077 0 0
FRANKLIN RESOURCES INC COM 354613101 226 8,098 SH   SOLE   8,098 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 361 9,200 SH   SOLE   9,200 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 369 16,466 SH   SOLE   16,466 0 0
GOLD ROYALTY CORP COMMON SHARES 38071H106 378 95,093 SH   SOLE   95,093 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 448 7,300 SH   SOLE   7,300 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 835 29,300 SH   SOLE   29,300 0 0
MARKETWISE INC COM CL A 57064P107 626 125,010 SH   SOLE   125,010 0 0
META PLATFORMS INC CL A 30303M102 1,771 7,966 SH   SOLE   7,966 0 0
MODERNA INC COM 60770K107 241 1,397 SH   SOLE   1,397 0 0
NOMAD ROYALTY COMPANY LTD COM NEW 65532M606 217 29,892 SH   SOLE   29,892 0 0
PAN AMERN SILVER CORP COM 697900108 19,110 700,000 SH   DFND 1 700,000 0 0
PAR TECHNOLOGY CORP COM 698884103 896 22,210 SH   SOLE   22,210 0 0
PAYPAL HLDGS INC COM 70450Y103 431 3,730 SH   SOLE   3,730 0 0
PEABODY ENGR CORP COM 704551100 2,772 113,201 SH   SOLE   113,201 0 0
PINDUODUO INC SPONSORED ADS 722304102 1,534 36,400 SH   SOLE   36,400 0 0
PINTEREST INC CL A 72352L106 227 9,230 SH   SOLE   9,230 0 0
ROBLOX CORP CL A 771049103 317 6,850 SH   SOLE   6,850 0 0
S&P GLOBAL INC COM 78409V104 451 1,100 SH   SOLE   1,100 0 0
SANDSTORM GOLD LTD COM NEW 80013R206 2,281 282,679 SH   SOLE   282,679 0 0
SEA LTD SPONSORD ADS 81141R100 2,334 19,477 SH   SOLE   19,477 0 0
SEA LTD SPONSORD ADS 81141R100 7,187 60,000 SH   DFND 1 60,000 0 0
SILVERCREST METALS INC COM 828363101 572 63,848 SH   SOLE   63,848 0 0
SPIRIT AIRLS INC COM 848577102 239 10,948 SH   SOLE   10,948 0 0
TRUPANION INC COM 898202106 1,238 13,898 SH   SOLE   13,898 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 19,175 500,000 SH   DFND 1 500,000 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 18,748 400,000 SH   DFND 1 400,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 346 10,000 SH   SOLE   10,000 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 493 54,819 SH   SOLE   54,819 0 0
XPENG INC ADS 98422D105 3,449 125,000 SH   DFND 1 125,000 0 0
YUM CHINA HLDGS INC COM 98850P109 349 8,400 SH   SOLE   8,400 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109 368 5,065 SH   SOLE   5,065 0 0