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    <infoTable>
        <nameOfIssuer>ABBOTT LABS</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>002824100</cusip>
        <value>2075429</value>
        <shrsOrPrnAmt>
            <sshPrnamt>21000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>21000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ABBVIE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>00287Y109</cusip>
        <value>5650344</value>
        <shrsOrPrnAmt>
            <sshPrnamt>21600</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>21600</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ADOBE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>00724F101</cusip>
        <value>2879279</value>
        <shrsOrPrnAmt>
            <sshPrnamt>12000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>12000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ADVANCED MICRO DEVICES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>007903107</cusip>
        <value>35028765</value>
        <shrsOrPrnAmt>
            <sshPrnamt>57259</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>57259</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>AGILENT TECHNOLOGIES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>00846U101</cusip>
        <value>516930</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AGNICO EAGLE MINES LTD</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>008474108</cusip>
        <value>35863180</value>
        <shrsOrPrnAmt>
            <sshPrnamt>195120</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>195120</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AIRBNB INC</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>009066101</cusip>
        <value>1767150</value>
        <shrsOrPrnAmt>
            <sshPrnamt>11000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>11000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ALAMOS GOLD INC NEW</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>011532108</cusip>
        <value>6325199</value>
        <shrsOrPrnAmt>
            <sshPrnamt>194663</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>194663</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ALNYLAM PHARMACEUTICALS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>02043Q107</cusip>
        <value>1973920</value>
        <shrsOrPrnAmt>
            <sshPrnamt>8000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ALPHABET INC</nameOfIssuer>
        <titleOfClass>CAP STK CL A</titleOfClass>
        <cusip>02079K305</cusip>
        <value>24429680</value>
        <shrsOrPrnAmt>
            <sshPrnamt>71000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>71000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ALPHABET INC</nameOfIssuer>
        <titleOfClass>CAP STK CL C</titleOfClass>
        <cusip>02079K107</cusip>
        <value>22148100</value>
        <shrsOrPrnAmt>
            <sshPrnamt>65000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>65000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ALTRIA GROUP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>02209S103</cusip>
        <value>4789759</value>
        <shrsOrPrnAmt>
            <sshPrnamt>71128</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>71128</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>023135106</cusip>
        <value>34382700</value>
        <shrsOrPrnAmt>
            <sshPrnamt>138000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>138000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AMERICAN ELEC PWR CO INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>025537101</cusip>
        <value>2254160</value>
        <shrsOrPrnAmt>
            <sshPrnamt>19000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>19000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AMERICAN WTR WKS CO INC NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>030420103</cusip>
        <value>1178177</value>
        <shrsOrPrnAmt>
            <sshPrnamt>9100</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>9100</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AMGEN INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>031162100</cusip>
        <value>6828462</value>
        <shrsOrPrnAmt>
            <sshPrnamt>16200</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>16200</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ANALOG DEVICES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>032654105</cusip>
        <value>6347360</value>
        <shrsOrPrnAmt>
            <sshPrnamt>16000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>16000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>APPLE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>037833100</cusip>
        <value>51285079</value>
        <shrsOrPrnAmt>
            <sshPrnamt>154000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>154000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>APPLIED MATLS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>038222105</cusip>
        <value>14830019</value>
        <shrsOrPrnAmt>
            <sshPrnamt>29000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>29000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>APPLOVIN CORP</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>03831W108</cusip>
        <value>4066019</value>
        <shrsOrPrnAmt>
            <sshPrnamt>14000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>14000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ARCHER DANIELS MIDLAND CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>039483102</cusip>
        <value>1214672</value>
        <shrsOrPrnAmt>
            <sshPrnamt>15302</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>15302</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ARIS MINING CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>04040Y109</cusip>
        <value>1816903</value>
        <shrsOrPrnAmt>
            <sshPrnamt>104000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>104000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ARM HOLDINGS PLC</nameOfIssuer>
        <titleOfClass>SPONSORED ADS</titleOfClass>
        <cusip>042068205</cusip>
        <value>3475920</value>
        <shrsOrPrnAmt>
            <sshPrnamt>12000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>12000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>Astera Labs Inc</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>04626A103</cusip>
        <value>1779850</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>Aura Minerals Inc</nameOfIssuer>
        <titleOfClass>SHS NEW</titleOfClass>
        <cusip>G06973112</cusip>
        <value>1573600</value>
        <shrsOrPrnAmt>
            <sshPrnamt>20000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>20000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AUTODESK INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>052769106</cusip>
        <value>1463000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>7000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AUTOMATIC DATA PROCESSING IN</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>053015103</cusip>
        <value>3354779</value>
        <shrsOrPrnAmt>
            <sshPrnamt>13000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>13000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AXON ENTERPRISE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>05464C101</cusip>
        <value>1267559</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>Aya Gold &amp; Silver Inc</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>05466C109</cusip>
        <value>1350998</value>
        <shrsOrPrnAmt>
            <sshPrnamt>50000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>50000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>B2GOLD CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>11777Q209</cusip>
        <value>3145669</value>
        <shrsOrPrnAmt>
            <sshPrnamt>600277</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>600277</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BAKER HUGHES COMPANY</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>05722G100</cusip>
        <value>1647000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>30000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>30000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BARRICK MNG CORP</nameOfIssuer>
        <titleOfClass>COM SHS</titleOfClass>
        <cusip>06849F108</cusip>
        <value>26110264</value>
        <shrsOrPrnAmt>
            <sshPrnamt>639713</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>639713</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BECTON DICKINSON &amp; CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>075887109</cusip>
        <value>537000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BHP GROUP LTD</nameOfIssuer>
        <titleOfClass>SPONSORED ADS</titleOfClass>
        <cusip>088606108</cusip>
        <value>6847266</value>
        <shrsOrPrnAmt>
            <sshPrnamt>80708</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>80708</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BIOGEN INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>09062X103</cusip>
        <value>429171</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1900</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1900</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BOOKING HOLDINGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>09857L108</cusip>
        <value>4072750</value>
        <shrsOrPrnAmt>
            <sshPrnamt>25000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>25000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BOSTON SCIENTIFIC CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>101137107</cusip>
        <value>1091250</value>
        <shrsOrPrnAmt>
            <sshPrnamt>25000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>25000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BRISTOL-MYERS SQUIBB CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>110122108</cusip>
        <value>1310400</value>
        <shrsOrPrnAmt>
            <sshPrnamt>21000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>21000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BROADCOM INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>11135F101</cusip>
        <value>21071399</value>
        <shrsOrPrnAmt>
            <sshPrnamt>60000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>60000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CADENCE DESIGN SYSTEM INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>127387108</cusip>
        <value>2971665</value>
        <shrsOrPrnAmt>
            <sshPrnamt>9000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>9000</Sole>
            <Shared>0</Shared>
            <None>0</None>
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        <nameOfIssuer>CAMECO CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>13321L108</cusip>
        <value>1199740</value>
        <shrsOrPrnAmt>
            <sshPrnamt>13787</sshPrnamt>
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        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>13787</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CANADIAN NAT RES LTD</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>136385101</cusip>
        <value>2723762</value>
        <shrsOrPrnAmt>
            <sshPrnamt>57700</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>57700</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>CAPRI HOLDINGS LIMITED</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G1890L107</cusip>
        <value>105900</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7500</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>7500</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CARDINAL HEALTH INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>14149Y108</cusip>
        <value>511750</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2300</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2300</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>Carnival Corp Ltd</nameOfIssuer>
        <titleOfClass>COMMON SHARES</titleOfClass>
        <cusip>G2004J103</cusip>
        <value>1963200</value>
        <shrsOrPrnAmt>
            <sshPrnamt>80000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>80000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CENCORA INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>03073E105</cusip>
        <value>720600</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2400</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2400</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
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        <nameOfIssuer>CENOVUS ENERGY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>15135U109</cusip>
        <value>1276364</value>
        <shrsOrPrnAmt>
            <sshPrnamt>40906</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>40906</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>CENTENE CORP DEL</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>15135B101</cusip>
        <value>310600</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CENTERRA GOLD INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>152006102</cusip>
        <value>1882143</value>
        <shrsOrPrnAmt>
            <sshPrnamt>86000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>86000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
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        <nameOfIssuer>CF INDS HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>125269100</cusip>
        <value>556416</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4830</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4830</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
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        <nameOfIssuer>CHEVRON CORP NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>166764100</cusip>
        <value>11422486</value>
        <shrsOrPrnAmt>
            <sshPrnamt>55935</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>55935</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CINTAS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>172908105</cusip>
        <value>1560479</value>
        <shrsOrPrnAmt>
            <sshPrnamt>8000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CISCO SYS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>17275R102</cusip>
        <value>13776640</value>
        <shrsOrPrnAmt>
            <sshPrnamt>128000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>128000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CLEAN HARBORS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>184496107</cusip>
        <value>4653450</value>
        <shrsOrPrnAmt>
            <sshPrnamt>15000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>15000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COEUR MNG INC</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>192108504</cusip>
        <value>7272214</value>
        <shrsOrPrnAmt>
            <sshPrnamt>413194</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>413194</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COMCAST CORP NEW</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>20030N101</cusip>
        <value>6493902</value>
        <shrsOrPrnAmt>
            <sshPrnamt>298433</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>298433</Sole>
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            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>COMPANIA DE MINAS BUENAVENTU</nameOfIssuer>
        <titleOfClass>SPONSORED ADR</titleOfClass>
        <cusip>204448104</cusip>
        <value>2941171</value>
        <shrsOrPrnAmt>
            <sshPrnamt>93134</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>93134</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CONOCOPHILLIPS</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>20825C104</cusip>
        <value>4395142</value>
        <shrsOrPrnAmt>
            <sshPrnamt>35119</sshPrnamt>
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        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>35119</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CONSTELLATION ENERGY CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>21037T109</cusip>
        <value>3048240</value>
        <shrsOrPrnAmt>
            <sshPrnamt>12000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>12000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COOPER COS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>216648501</cusip>
        <value>169589</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COPART INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>217204106</cusip>
        <value>818400</value>
        <shrsOrPrnAmt>
            <sshPrnamt>30000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>30000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CoreWeave Inc</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>21873S108</cusip>
        <value>1306800</value>
        <shrsOrPrnAmt>
            <sshPrnamt>15000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>15000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CORTEVA INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>22052L104</cusip>
        <value>1668543</value>
        <shrsOrPrnAmt>
            <sshPrnamt>21488</sshPrnamt>
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        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>21488</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COSTCO WHSL CORP NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>22160K105</cusip>
        <value>12562692</value>
        <shrsOrPrnAmt>
            <sshPrnamt>13800</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>13800</Sole>
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            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CROWDSTRIKE HLDGS INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>22788C105</cusip>
        <value>7677750</value>
        <shrsOrPrnAmt>
            <sshPrnamt>29000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>29000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CSX CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>126408103</cusip>
        <value>2418520</value>
        <shrsOrPrnAmt>
            <sshPrnamt>52000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>52000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CVS HEALTH CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>126650100</cusip>
        <value>3324771</value>
        <shrsOrPrnAmt>
            <sshPrnamt>38800</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>38800</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DANAHER CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>235851102</cusip>
        <value>1883175</value>
        <shrsOrPrnAmt>
            <sshPrnamt>8500</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8500</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>DATADOG INC</nameOfIssuer>
        <titleOfClass>CL A COM</titleOfClass>
        <cusip>23804L103</cusip>
        <value>2738500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>10000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>10000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>Deere &amp; Co</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>244199105</cusip>
        <value>4758603</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7086</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>7086</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DEVON ENERGY CORP NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>25179M103</cusip>
        <value>1688931</value>
        <shrsOrPrnAmt>
            <sshPrnamt>36684</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>36684</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DEXCOM INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>252131107</cusip>
        <value>1285720</value>
        <shrsOrPrnAmt>
            <sshPrnamt>14900</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>14900</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DIAMONDBACK ENERGY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>25278X109</cusip>
        <value>2047643</value>
        <shrsOrPrnAmt>
            <sshPrnamt>11140</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>11140</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DOORDASH INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>25809K105</cusip>
        <value>4405200</value>
        <shrsOrPrnAmt>
            <sshPrnamt>24000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>24000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DTE ENERGY COMPANY</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>233331107</cusip>
        <value>4909514</value>
        <shrsOrPrnAmt>
            <sshPrnamt>40308</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>40308</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>EDWARDS LIFESCIENCES CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>28176E108</cusip>
        <value>517920</value>
        <shrsOrPrnAmt>
            <sshPrnamt>6000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ELDORADO GOLD CORP NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>284902509</cusip>
        <value>2995632</value>
        <shrsOrPrnAmt>
            <sshPrnamt>77506</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>77506</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ELEVANCE HEALTH INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>036752103</cusip>
        <value>1127577</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2900</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2900</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ELI LILLY &amp; CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>532457108</cusip>
        <value>10876552</value>
        <shrsOrPrnAmt>
            <sshPrnamt>9400</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>9400</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ENDEAVOUR SILVER CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>29258Y103</cusip>
        <value>1178834</value>
        <shrsOrPrnAmt>
            <sshPrnamt>137000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>137000</Sole>
            <Shared>0</Shared>
            <None>0</None>
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        <nameOfIssuer>EOG RES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>26875P101</cusip>
        <value>2328143</value>
        <shrsOrPrnAmt>
            <sshPrnamt>16900</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>16900</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>EQT CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>26884L109</cusip>
        <value>942646</value>
        <shrsOrPrnAmt>
            <sshPrnamt>19412</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>19412</Sole>
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            <None>0</None>
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        <nameOfIssuer>EQUINOX GOLD CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>29446Y502</cusip>
        <value>5928407</value>
        <shrsOrPrnAmt>
            <sshPrnamt>531996</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>531996</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>EXELON CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>30161N101</cusip>
        <value>1414000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>35000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>35000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>EXPAND ENERGY CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>165167735</cusip>
        <value>681128</value>
        <shrsOrPrnAmt>
            <sshPrnamt>8100</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8100</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>ExxonMobil Holdings Corp</nameOfIssuer>
        <titleOfClass>COM SHS</titleOfClass>
        <cusip>30233Q108</cusip>
        <value>13931400</value>
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            <sshPrnamt>85600</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>85600</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>FIRST MAJESTIC SILVER CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>32076V103</cusip>
        <value>4203756</value>
        <shrsOrPrnAmt>
            <sshPrnamt>236706</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>236706</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>FORTINET INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>34959E109</cusip>
        <value>3932720</value>
        <shrsOrPrnAmt>
            <sshPrnamt>22000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>22000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>FORTUNA MNG CORP</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>349942102</cusip>
        <value>1708942</value>
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            <sshPrnamt>151438</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>151438</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>FRANCO NEV CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>351858105</cusip>
        <value>16821471</value>
        <shrsOrPrnAmt>
            <sshPrnamt>70396</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>70396</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>FREEPORT-MCMORAN INC</nameOfIssuer>
        <titleOfClass>CL B</titleOfClass>
        <cusip>35671D857</cusip>
        <value>3384639</value>
        <shrsOrPrnAmt>
            <sshPrnamt>48352</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>48352</Sole>
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            <None>0</None>
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        <nameOfIssuer>GE HEALTHCARE TECHNOLOGIES I</nameOfIssuer>
        <titleOfClass>COMMON STOCK</titleOfClass>
        <cusip>36266G107</cusip>
        <value>1666935</value>
        <shrsOrPrnAmt>
            <sshPrnamt>25500</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>25500</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>GILEAD SCIENCES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>375558103</cusip>
        <value>7303450</value>
        <shrsOrPrnAmt>
            <sshPrnamt>49000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>49000</Sole>
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            <None>0</None>
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        <nameOfIssuer>GOLD FIELDS LTD</nameOfIssuer>
        <titleOfClass>SPONSORED ADR</titleOfClass>
        <cusip>38059T106</cusip>
        <value>11701471</value>
        <shrsOrPrnAmt>
            <sshPrnamt>323961</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>323961</Sole>
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            <None>0</None>
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        <nameOfIssuer>HARMONY GOLD MINING CO LTD</nameOfIssuer>
        <titleOfClass>SPONSORED ADR</titleOfClass>
        <cusip>413216300</cusip>
        <value>2922240</value>
        <shrsOrPrnAmt>
            <sshPrnamt>164912</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>164912</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>HCA HEALTHCARE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>40412C101</cusip>
        <value>1066849</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2500</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2500</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>HECLA MNG CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>422704106</cusip>
        <value>4201539</value>
        <shrsOrPrnAmt>
            <sshPrnamt>246714</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>246714</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>HILTON WORLDWIDE HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>43300A203</cusip>
        <value>2863079</value>
        <shrsOrPrnAmt>
            <sshPrnamt>9000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>9000</Sole>
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            <None>0</None>
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        <nameOfIssuer>Honeywell Aerospace Inc</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>43849R105</cusip>
        <value>1627185</value>
        <shrsOrPrnAmt>
            <sshPrnamt>10500</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>10500</Sole>
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            <None>0</None>
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        <nameOfIssuer>HONEYWELL INTL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>438516205</cusip>
        <value>7072185</value>
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            <sshPrnamt>33527</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>33527</Sole>
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            <None>0</None>
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        <nameOfIssuer>HUMANA INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>444859102</cusip>
        <value>457883</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1200</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
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            <None>0</None>
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        <nameOfIssuer>HYATT HOTELS CORP</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>448579102</cusip>
        <value>348832</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2200</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2200</Sole>
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            <None>0</None>
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        <nameOfIssuer>IAMGOLD CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>450913108</cusip>
        <value>4347010</value>
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            <sshPrnamt>234974</sshPrnamt>
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        <votingAuthority>
            <Sole>234974</Sole>
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        <nameOfIssuer>IDEXX LABS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>45168D104</cusip>
        <value>1932103</value>
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            <sshPrnamt>3700</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
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            <Sole>3700</Sole>
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            <None>0</None>
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        <nameOfIssuer>ILLUMINA INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>452327109</cusip>
        <value>410520</value>
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            <sshPrnamt>1500</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1500</Sole>
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            <None>0</None>
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        <nameOfIssuer>INCYTE CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>45337C102</cusip>
        <value>254835</value>
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            <sshPrnamt>2100</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2100</Sole>
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            <None>0</None>
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        <nameOfIssuer>INSMED INC</nameOfIssuer>
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        <value>513630</value>
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            <sshPrnamt>4500</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
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            <Sole>4500</Sole>
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            <None>0</None>
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        <nameOfIssuer>INTEL CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>458140100</cusip>
        <value>18515420</value>
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            <sshPrnamt>154000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>154000</Sole>
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            <None>0</None>
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        <nameOfIssuer>INTUIT</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>461202103</cusip>
        <value>3032810</value>
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        <votingAuthority>
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            <None>0</None>
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        <nameOfIssuer>INTUITIVE SURGICAL INC</nameOfIssuer>
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        <value>11865463</value>
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            <Sole>29180</Sole>
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        <nameOfIssuer>INVESCO EXCH TRADED FD TR II</nameOfIssuer>
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        <cusip>46138G649</cusip>
        <value>9443</value>
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        <nameOfIssuer>IQVIA HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>46266C105</cusip>
        <value>430160</value>
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        <investmentDiscretion>SOLE</investmentDiscretion>
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        <nameOfIssuer>ISHARES INC</nameOfIssuer>
        <titleOfClass>CORE MSCI EMKT</titleOfClass>
        <cusip>46434G103</cusip>
        <value>14822656</value>
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            <None>182635</None>
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        <nameOfIssuer>ISHARES INC</nameOfIssuer>
        <titleOfClass>MSCI WORLD ETF</titleOfClass>
        <cusip>464286392</cusip>
        <value>4289584</value>
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            <sshPrnamt>20800</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
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            <None>20800</None>
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        <nameOfIssuer>ISHARES TR</nameOfIssuer>
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        <cusip>464287200</cusip>
        <value>168107138</value>
        <shrsOrPrnAmt>
            <sshPrnamt>219504</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
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            <None>219504</None>
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        <nameOfIssuer>ISHARES TR</nameOfIssuer>
        <titleOfClass>RUSSELL 2000 ETF</titleOfClass>
        <cusip>464287655</cusip>
        <value>10568990</value>
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            <sshPrnamt>38033</sshPrnamt>
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            <None>38033</None>
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        <nameOfIssuer>ISHARES TR</nameOfIssuer>
        <titleOfClass>MSCI EMG MKT ETF</titleOfClass>
        <cusip>464287234</cusip>
        <value>7689532</value>
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            <None>115130</None>
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        <nameOfIssuer>ISHARES TR</nameOfIssuer>
        <titleOfClass>CORE S&amp;P SCP ETF</titleOfClass>
        <cusip>464287804</cusip>
        <value>5412487</value>
        <shrsOrPrnAmt>
            <sshPrnamt>39786</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
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            <Sole>0</Sole>
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            <None>39786</None>
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        <nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>478160104</cusip>
        <value>7280350</value>
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            <sshPrnamt>27500</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
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            <Sole>27500</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>KINROSS GOLD CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>496902404</cusip>
        <value>12710450</value>
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            <sshPrnamt>525405</sshPrnamt>
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        <cusip>482480100</cusip>
        <value>10136360</value>
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            <sshPrnamt>52000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>52000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>LABCORP HOLDINGS INC</nameOfIssuer>
        <titleOfClass>COM SHS</titleOfClass>
        <cusip>504922105</cusip>
        <value>308110</value>
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            <sshPrnamt>1000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>LAM RESEARCH CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>512807306</cusip>
        <value>15111460</value>
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            <sshPrnamt>46000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>46000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>LAS VEGAS SANDS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>517834107</cusip>
        <value>869630</value>
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            <sshPrnamt>23000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>23000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>LAUDER ESTEE COS INC</nameOfIssuer>
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        <cusip>518439104</cusip>
        <value>1391550</value>
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            <sshPrnamt>15000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>15000</Sole>
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            <None>0</None>
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        <nameOfIssuer>Lumentum Holdings Inc</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>55024U109</cusip>
        <value>2331024</value>
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            <sshPrnamt>2400</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2400</Sole>
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            <None>0</None>
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        <nameOfIssuer>MARRIOTT INTL INC NEW</nameOfIssuer>
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        <cusip>571903202</cusip>
        <value>10635955</value>
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            <sshPrnamt>29904</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>29904</Sole>
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            <None>0</None>
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        <nameOfIssuer>MARVELL TECHNOLOGY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>573874104</cusip>
        <value>7133670</value>
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            <sshPrnamt>27000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>27000</Sole>
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            <None>0</None>
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        <nameOfIssuer>MCKESSON CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>58155Q103</cusip>
        <value>1238024</value>
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            <sshPrnamt>1450</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1450</Sole>
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            <None>0</None>
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        <nameOfIssuer>Medline Inc</nameOfIssuer>
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        <cusip>58507V107</cusip>
        <value>173500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5000</Sole>
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            <None>0</None>
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        <nameOfIssuer>MERCADOLIBRE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>58733R102</cusip>
        <value>2765648</value>
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            <sshPrnamt>1600</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1600</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>MERCK &amp; CO INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>58933Y105</cusip>
        <value>4359300</value>
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            <sshPrnamt>30000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>30000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>META PLATFORMS INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>30303M102</cusip>
        <value>28287821</value>
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            <sshPrnamt>39008</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>39008</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>METTLER TOLEDO INTERNATIONAL</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>592688105</cusip>
        <value>377737</value>
        <shrsOrPrnAmt>
            <sshPrnamt>250</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>250</Sole>
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            <None>0</None>
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        <nameOfIssuer>MGM RESORTS INTERNATIONAL</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>552953101</cusip>
        <value>263924</value>
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            <sshPrnamt>8500</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8500</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>MICROCHIP TECHNOLOGY INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>595017104</cusip>
        <value>1555400</value>
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            <sshPrnamt>20000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>20000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>MICRON TECHNOLOGY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>595112103</cusip>
        <value>42750320</value>
        <shrsOrPrnAmt>
            <sshPrnamt>40137</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>40137</Sole>
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            <None>0</None>
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        <nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>594918104</cusip>
        <value>42057800</value>
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            <sshPrnamt>82000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>82000</Sole>
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            <None>0</None>
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        <nameOfIssuer>MICROSTRATEGY INC</nameOfIssuer>
        <titleOfClass>CL A NEW</titleOfClass>
        <cusip>594972408</cusip>
        <value>1837080</value>
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            <sshPrnamt>12000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>12000</Sole>
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        <nameOfIssuer>MONDELEZ INTL INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>609207105</cusip>
        <value>1734600</value>
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            <sshPrnamt>30000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>30000</Sole>
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        <nameOfIssuer>MONOLITHIC PWR SYS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>609839105</cusip>
        <value>2020830</value>
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            <sshPrnamt>1500</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1500</Sole>
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            <None>0</None>
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        <nameOfIssuer>MONSTER BEVERAGE CORP NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>61174X109</cusip>
        <value>1831279</value>
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            <sshPrnamt>44000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>44000</Sole>
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            <None>0</None>
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        <nameOfIssuer>MP Materials Corp</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>553368101</cusip>
        <value>31022</value>
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            <sshPrnamt>656</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>656</Sole>
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        <nameOfIssuer>NATERA INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>632307104</cusip>
        <value>578633</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1400</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1400</Sole>
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            <None>0</None>
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        <nameOfIssuer>NETFLIX INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>64110L106</cusip>
        <value>11132800</value>
        <shrsOrPrnAmt>
            <sshPrnamt>160000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>160000</Sole>
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            <None>0</None>
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        <nameOfIssuer>NEUROCRINE BIOSCIENCES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>64125C109</cusip>
        <value>141839</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1000</Sole>
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            <None>0</None>
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        <nameOfIssuer>NEWMONT CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>651639106</cusip>
        <value>36877658</value>
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            <sshPrnamt>319730</sshPrnamt>
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        <votingAuthority>
            <Sole>319730</Sole>
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        </votingAuthority>
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        <nameOfIssuer>NEXGEN ENERGY LTD</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>65340P106</cusip>
        <value>256135</value>
        <shrsOrPrnAmt>
            <sshPrnamt>28000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>28000</Sole>
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            <None>0</None>
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        <nameOfIssuer>NIO INC</nameOfIssuer>
        <titleOfClass>SPON ADS</titleOfClass>
        <cusip>62914V106</cusip>
        <value>205800</value>
        <shrsOrPrnAmt>
            <sshPrnamt>60000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>60000</Sole>
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            <None>0</None>
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        <nameOfIssuer>NORWEGIAN CRUISE LINE HLDG L</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G66721104</cusip>
        <value>366500</value>
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            <sshPrnamt>25000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>25000</Sole>
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            <None>0</None>
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        <nameOfIssuer>NUCOR CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>670346105</cusip>
        <value>1566592</value>
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            <sshPrnamt>6702</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6702</Sole>
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        <nameOfIssuer>NUTRIEN LTD</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>67077M108</cusip>
        <value>1157474</value>
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            <sshPrnamt>16421</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>16421</Sole>
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            <None>0</None>
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        <nameOfIssuer>NVIDIA CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>67066G104</cusip>
        <value>78116008</value>
        <shrsOrPrnAmt>
            <sshPrnamt>342044</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>342044</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>OCCIDENTAL PETE CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>674599105</cusip>
        <value>1297253</value>
        <shrsOrPrnAmt>
            <sshPrnamt>23450</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>23450</Sole>
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            <None>0</None>
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        <nameOfIssuer>OCEANA GOLD CORPORATION</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>675222400</cusip>
        <value>2981539</value>
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            <sshPrnamt>107868</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>107868</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>OLD DOMINION FREIGHT LINE IN</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>679580100</cusip>
        <value>2259920</value>
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            <sshPrnamt>13000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>13000</Sole>
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            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>OR ROYALTIES INC.</nameOfIssuer>
        <titleOfClass>COM SHS</titleOfClass>
        <cusip>68390D106</cusip>
        <value>2145789</value>
        <shrsOrPrnAmt>
            <sshPrnamt>62344</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>62344</Sole>
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            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>OREILLY AUTOMOTIVE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>67103H107</cusip>
        <value>2306069</value>
        <shrsOrPrnAmt>
            <sshPrnamt>27000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>27000</Sole>
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            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>PACCAR INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>693718108</cusip>
        <value>1537340</value>
        <shrsOrPrnAmt>
            <sshPrnamt>14000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>14000</Sole>
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            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>PALANTIR TECHNOLOGIES INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>69608A108</cusip>
        <value>12906450</value>
        <shrsOrPrnAmt>
            <sshPrnamt>69000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>69000</Sole>
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            <None>0</None>
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        <nameOfIssuer>PALO ALTO NETWORKS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>697435105</cusip>
        <value>10727370</value>
        <shrsOrPrnAmt>
            <sshPrnamt>27000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>27000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>PAN AMERN SILVER CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>697900108</cusip>
        <value>9141147</value>
        <shrsOrPrnAmt>
            <sshPrnamt>200196</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>200196</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>PAYCHEX INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>704326107</cusip>
        <value>886500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>9000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>9000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>PAYPAL HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>70450Y103</cusip>
        <value>1313250</value>
        <shrsOrPrnAmt>
            <sshPrnamt>25000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>25000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>PDD HOLDINGS INC</nameOfIssuer>
        <titleOfClass>SPONSORED ADS</titleOfClass>
        <cusip>722304102</cusip>
        <value>1948500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>25000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>25000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>PEPSICO INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>713448108</cusip>
        <value>4815360</value>
        <shrsOrPrnAmt>
            <sshPrnamt>38000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>38000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>PFIZER INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>717081103</cusip>
        <value>1996400</value>
        <shrsOrPrnAmt>
            <sshPrnamt>70000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>70000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>PVH US</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>693656100</cusip>
        <value>148100</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>QUALCOMM INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>747525103</cusip>
        <value>5889280</value>
        <shrsOrPrnAmt>
            <sshPrnamt>32000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>32000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>QUEST DIAGNOSTICS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>74834L100</cusip>
        <value>233069</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>RALPH LAUREN CORP</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>751212101</cusip>
        <value>1207238</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3400</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3400</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>REGENERON PHARMACEUTICALS</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>75886F107</cusip>
        <value>3184734</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4200</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4200</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>RELIANCE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>759509102</cusip>
        <value>655614</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1704</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1704</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>REPUBLIC SVCS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>760759100</cusip>
        <value>2308569</value>
        <shrsOrPrnAmt>
            <sshPrnamt>11000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>11000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>RESMED INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>761152107</cusip>
        <value>397979</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1800</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1800</Sole>
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            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>REVOLUTION MEDICINES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>76155X100</cusip>
        <value>389993</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1900</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1900</Sole>
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            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>RH</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>74967X103</cusip>
        <value>100322</value>
        <shrsOrPrnAmt>
            <sshPrnamt>824</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>824</Sole>
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            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>RIVIAN AUTOMOTIVE INC</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>76954A103</cusip>
        <value>537840</value>
        <shrsOrPrnAmt>
            <sshPrnamt>36000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>36000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>Rocket Lab Corp</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>773121108</cusip>
        <value>4180800</value>
        <shrsOrPrnAmt>
            <sshPrnamt>60000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>60000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>Roivant Sciences Ltd</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G76279101</cusip>
        <value>219420</value>
        <shrsOrPrnAmt>
            <sshPrnamt>6000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>ROPER TECHNOLOGIES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>776696106</cusip>
        <value>1222934</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3500</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3500</Sole>
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            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>ROYAL GOLD INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>780287108</cusip>
        <value>6151812</value>
        <shrsOrPrnAmt>
            <sshPrnamt>26067</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>26067</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>Sandisk Corp/DE</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>80004C200</cusip>
        <value>7481526</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4300</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4300</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>Seabridge Gold Inc</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>811927102</cusip>
        <value>1094468</value>
        <shrsOrPrnAmt>
            <sshPrnamt>38439</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>38439</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>SHOPIFY INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>82509L107</cusip>
        <value>5057888</value>
        <shrsOrPrnAmt>
            <sshPrnamt>34000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>34000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>SIGNET JEWELERS LIMITED</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G81276100</cusip>
        <value>358155</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3500</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3500</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>SILVERCORP METALS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>82835P103</cusip>
        <value>1071347</value>
        <shrsOrPrnAmt>
            <sshPrnamt>100000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>100000</Sole>
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            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>Skeena Resources Ltd</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>83056P715</cusip>
        <value>1432713</value>
        <shrsOrPrnAmt>
            <sshPrnamt>48000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>48000</Sole>
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            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>SPACEX</nameOfIssuer>
        <titleOfClass>CLASS A COM STK</titleOfClass>
        <cusip>84615Q103</cusip>
        <value>19611800</value>
        <shrsOrPrnAmt>
            <sshPrnamt>130000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>130000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>SSR MINING IN</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>784730103</cusip>
        <value>2741390</value>
        <shrsOrPrnAmt>
            <sshPrnamt>81932</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>81932</Sole>
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            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>STARBUCKS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>855244109</cusip>
        <value>3382559</value>
        <shrsOrPrnAmt>
            <sshPrnamt>36000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>36000</Sole>
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            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>STEEL DYNAMICS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>858119100</cusip>
        <value>940956</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4246</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4246</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>STRYKER CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>863667101</cusip>
        <value>1376950</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>SUNCOR ENERGY INC NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>867224107</cusip>
        <value>2586327</value>
        <shrsOrPrnAmt>
            <sshPrnamt>38000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>38000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>SYNOPSYS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>871607107</cusip>
        <value>2914097</value>
        <shrsOrPrnAmt>
            <sshPrnamt>6700</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6700</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>T MOBILE US INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>872590104</cusip>
        <value>5707800</value>
        <shrsOrPrnAmt>
            <sshPrnamt>35000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>35000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TAKE-TWO INTERACTIVE SOFTWAR</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>874054109</cusip>
        <value>2490000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>12000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>12000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TAPESTRY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>876030107</cusip>
        <value>1495520</value>
        <shrsOrPrnAmt>
            <sshPrnamt>13000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>13000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TECK RESOURCES LTD</nameOfIssuer>
        <titleOfClass>CL B</titleOfClass>
        <cusip>878742204</cusip>
        <value>1149044</value>
        <shrsOrPrnAmt>
            <sshPrnamt>17387</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>17387</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TEMPUR SEALY INTL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>88023U101</cusip>
        <value>372659</value>
        <shrsOrPrnAmt>
            <sshPrnamt>6000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
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        <nameOfIssuer>Teradyne Inc</nameOfIssuer>
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        <nameOfIssuer>TESLA INC</nameOfIssuer>
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        <nameOfIssuer>TEXAS INSTRS INC</nameOfIssuer>
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            <sshPrnamt>33000</sshPrnamt>
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        <nameOfIssuer>TEXAS PACIFIC LAND CORPORATI</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>88262P102</cusip>
        <value>596268</value>
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        <nameOfIssuer>THE CIGNA GROUP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>125523100</cusip>
        <value>2691116</value>
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        <nameOfIssuer>THERMO FISHER SCIENTIFIC INC</nameOfIssuer>
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        <nameOfIssuer>TOLL BROTHERS INC</nameOfIssuer>
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        <cusip>889478103</cusip>
        <value>781550</value>
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            <sshPrnamt>5800</sshPrnamt>
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        <nameOfIssuer>UNITED THERAPEUTICS CORP DEL</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>UNITEDHEALTH GROUP INC</nameOfIssuer>
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        <value>5322659</value>
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        <nameOfIssuer>USA Rare Earth Inc</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>91733P107</cusip>
        <value>682359</value>
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            <sshPrnamt>48463</sshPrnamt>
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        <nameOfIssuer>VALERO ENERGY CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>VANGUARD INDEX FDS</nameOfIssuer>
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        <cusip>922908363</cusip>
        <value>35030384</value>
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            <sshPrnamt>49982</sshPrnamt>
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        <nameOfIssuer>VEEVA SYS INC</nameOfIssuer>
        <titleOfClass>CL A COM</titleOfClass>
        <cusip>922475108</cusip>
        <value>485265</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1700</sshPrnamt>
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        <nameOfIssuer>VERTEX PHARMACEUTICALS INC</nameOfIssuer>
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        <cusip>92532F100</cusip>
        <value>4914414</value>
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            <sshPrnamt>9400</sshPrnamt>
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        <nameOfIssuer>VIKING HOLDINGS LTD</nameOfIssuer>
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        <cusip>G93A5A101</cusip>
        <value>1096620</value>
        <shrsOrPrnAmt>
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        <nameOfIssuer>WALMART INC</nameOfIssuer>
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        <cusip>931142103</cusip>
        <value>16627200</value>
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            <sshPrnamt>160000</sshPrnamt>
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        <nameOfIssuer>WASTE CONNECTIONS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>94106B101</cusip>
        <value>1768906</value>
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            <sshPrnamt>11448</sshPrnamt>
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        <nameOfIssuer>WASTE MGMT INC DEL</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>94106L109</cusip>
        <value>1427440</value>
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            <sshPrnamt>7000</sshPrnamt>
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        <nameOfIssuer>WATERS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <value>483328</value>
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            <sshPrnamt>1100</sshPrnamt>
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        <nameOfIssuer>WEST PHARMACEUTICAL SVSC INC</nameOfIssuer>
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        <cusip>955306105</cusip>
        <value>240993</value>
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        <nameOfIssuer>WESTERN DIGITAL CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>958102105</cusip>
        <value>6362440</value>
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            <sshPrnamt>14000</sshPrnamt>
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        <nameOfIssuer>WHEATON PRECIOUS METALS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>WYNN RESORTS LTD</nameOfIssuer>
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        <value>455714</value>
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        <nameOfIssuer>ZIMMER BIOMET HOLDINGS INC</nameOfIssuer>
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            <Sole>2500</Sole>
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        <nameOfIssuer>ZOETIS INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
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            <Sole>5500</Sole>
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            <None>0</None>
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 </informationTable>
