The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   228,701 2,238 SH   SOLE   2,238 0 0
ABBVIE INC COM 00287Y109   1,029,120 6,000 SH   SOLE   6,000 0 0
ABRDN PALLADIUM ETF TRUST PHYSICAL PALLADM 003262102   335,691 3,768 SH   SOLE   3,768 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   264,270 871 SH   SOLE   871 0 0
ADVANCED MICRO DEVICES INC COM 007903107   262,294 1,617 SH   SOLE   1,617 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,171,512 16,271 SH   SOLE   16,271 0 0
ALIGHT INC COM CL A 01626W101   193,194 26,178 SH   SOLE   26,178 0 0
ALPHABET INC CAP STK CL A 02079K305   659,747 3,622 SH   SOLE   3,622 0 0
AMAZON COM INC COM 023135106   1,521,844 7,875 SH   SOLE   7,875 0 0
AMEREN CORP COM 023608102   3,344,019 47,026 SH   SOLE   47,026 0 0
AMERICAN ELEC PWR CO INC COM 025537101   905,389 10,319 SH   SOLE   10,319 0 0
AMERICAN EXPRESS CO COM 025816109   301,015 1,300 SH   SOLE   1,300 0 0
AMPLIFY ETF TR AMPLIFY JUNIOR S 032108649   679,200 60,000 SH   SOLE   60,000 0 0
AON PLC SHS CL A G0403H108   706,060 2,405 SH   SOLE   2,405 0 0
ARCELLX INC COMMON STOCK 03940C100   2,012,448 36,464 SH   SOLE   36,464 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   289,979 4,797 SH   SOLE   4,797 0 0
ARCHROCK INC COM 03957W106   506,268 25,038 SH   SOLE   25,038 0 0
ARISTA NETWORKS INC COM 040413106   328,750 938 SH   SOLE   938 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   894,077 11,464 SH   SOLE   11,464 0 0
AT&T INC COM 00206R102   44,443,324 2,325,658 SH   SOLE   2,325,658 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   1,489,566 51,757 SH   SOLE   51,757 0 0
AUTOZONE INC COM 053332102   397,189 134 SH   SOLE   134 0 0
AVIS BUDGET GROUP COM 053774105   2,961,679 28,336 SH   SOLE   28,336 0 0
BAIDU INC SPON ADR REP A 056752108   1,340,354 15,499 SH   SOLE   15,499 0 0
BEYOND INC COM 690370101   1,016,617 77,723 SH   SOLE   77,723 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108   908,351 44,879 SH   SOLE   44,879 0 0
BIOMEA FUSION INC COM 09077A106   462,227 102,717 SH   SOLE   102,717 0 0
BOOKING HOLDINGS INC COM 09857L108   281,267 71 SH   SOLE   71 0 0
BRIGHTHOUSE FINL INC COM 10922N103   472,406 10,900 SH   SOLE   10,900 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   1,029,783 33,294 SH   SOLE   33,294 0 0
BROADCOM INC COM 11135F101   402,988 251 SH   SOLE   251 0 0
BUNGE GLOBAL SA COM SHS H11356104   452,491 4,238 SH   SOLE   4,238 0 0
BWX TECHNOLOGIES INC COM 05605H100   264,480 2,784 SH   SOLE   2,784 0 0
CANADIAN NAT RES LTD COM 136385101   4,319,504 121,333 SH   SOLE   121,333 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   472,380 6,000 SH   SOLE   6,000 0 0
CARISMA THERAPEUTICS INC COM 14216R101   30,189 19,861 SH   SOLE   19,861 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   203,861 10,890 SH   SOLE   10,890 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   1,920,828 17,529 SH   SOLE   17,529 0 0
CENOVUS ENERGY INC COM 15135U109   18,491,747 940,609 SH   SOLE   940,609 0 0
CENTURI HOLDINGS INC COM SHS 155923105   1,909,040 98,000 SH   SOLE   98,000 0 0
CHEFS WHSE INC COM 163086101   354,454 9,063 SH   SOLE   9,063 0 0
CHENIERE ENERGY INC COM NEW 16411R208   523,266 2,993 SH   SOLE   2,993 0 0
COCA COLA CO COM 191216100   675,772 10,617 SH   SOLE   10,617 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   7,262,589 99,665 SH   SOLE   99,665 0 0
COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP 191241108   9,270,033 107,992 SH   SOLE   107,992 0 0
CONOCOPHILLIPS COM 20825C104   720,594 6,300 SH   SOLE   6,300 0 0
COOL CO LTD COMMON SHARES G2415A113   209,247 17,778 SH   SOLE   17,778 0 0
CORBUS PHARMACEUTICALS HLDGS COM NEW 21833P301   1,998,059 44,156 SH   SOLE   44,156 0 0
COSTCO WHSL CORP NEW COM 22160K105   887,390 1,044 SH   SOLE   1,044 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203   485,377 33,245 SH   SOLE   33,245 0 0
DELL TECHNOLOGIES INC CL C 24703L202   220,242 1,597 SH   SOLE   1,597 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   1,803,005 38,006 SH   SOLE   38,006 0 0
DHT HOLDINGS INC SHS NEW Y2065G121   1,107,666 95,736 SH   SOLE   95,736 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   410,138 3,253 SH   SOLE   3,253 0 0
ENCORE CAP GROUP INC COM 292554102   834,600 20,000 SH   SOLE   20,000 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   8,029,143 495,015 SH   SOLE   495,015 0 0
ENTERGY CORP NEW COM 29364G103   1,674,443 15,649 SH   SOLE   15,649 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   7,792,345 268,887 SH   SOLE   268,887 0 0
ETSY INC COM 29786A106   1,091,130 18,500 SH   SOLE   18,500 0 0
EVEREST GROUP LTD COM G3223R108   800,142 2,100 SH   SOLE   2,100 0 0
EVERGY INC COM 30034W106   3,429,066 64,736 SH   SOLE   64,736 0 0
EXXON MOBIL CORP COM 30231G102   545,784 4,741 SH   SOLE   4,741 0 0
FEDEX CORP COM 31428X106   963,086 3,212 SH   SOLE   3,212 0 0
FENNEC PHARMACEUTICALS INC COM 31447P100   161,390 26,414 SH   SOLE   26,414 0 0
FINVOLUTION GROUP SPONSORED ADS 31810T101   3,015,947 632,274 SH   SOLE   632,274 0 0
FIRSTENERGY CORP COM 337932107   593,185 15,500 SH   SOLE   15,500 0 0
FLUTTER ENTMT PLC SHS G3643J108   542,886 2,977 SH   SOLE   2,977 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   500,465 4,649 SH   SOLE   4,649 0 0
GLOBAL X FDS GLOBAL X COPPER 37954Y830   4,596,709 101,900 SH   SOLE   101,900 0 0
GLOBAL X FDS GLOBAL X SILVER 37954Y848   1,110,364 35,600 SH   SOLE   35,600 0 0
GOLAR LNG LTD SHS G9456A100   7,304,613 233,002 SH   SOLE   233,002 0 0
GOPRO INC CL A 38268T103   113,600 80,000 SH   SOLE   80,000 0 0
GUARDANT HEALTH INC COM 40131M109   257,696 8,923 SH   SOLE   8,923 0 0
HERSHEY CO COM 427866108   793,962 4,319 SH   SOLE   4,319 0 0
HOME DEPOT INC COM 437076102   305,341 887 SH   SOLE   887 0 0
HONEST CO INC COM 438333106   349,445 119,673 SH   SOLE   119,673 0 0
HP INC COM 40434L105   402,730 11,500 SH   SOLE   11,500 0 0
IB ACQUISITION CORP RIGHT 09/28/2025 44934N116   11,340 150,000 SH   SOLE   150,000 0 0
IES HLDGS INC COM 44951W106   313,493 2,250 SH   SOLE   2,250 0 0
IMPERIAL PETE INC COM NEW Y3894J187   853,972 220,096 SH   SOLE   220,096 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102   7,780,976 131,591 SH   SOLE   131,591 0 0
INTUITIVE MACHINES INC *W EXP 99/99/999 46125A118   28,900 42,500 SH   SOLE   42,500 0 0
INVESCO DB COMMDY INDX TRCK UNIT 46138B103   3,120,904 134,348 SH   SOLE   134,348 0 0
IQVIA HLDGS INC COM 46266C105   201,291 952 SH   SOLE   952 0 0
ISHARES SILVER TR ISHARES 46428Q109   488,782 18,396 SH   SOLE   18,396 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   5,846,399 224,948 SH   SOLE   224,948 0 0
ISHARES TR MSCI AC ASIA ETF 464288182   5,311,332 73,789 SH   SOLE   73,789 0 0
ISHARES TR MSCI ACWI ETF 464288257   5,168,152 45,980 SH   SOLE   45,980 0 0
ISHARES TR MSCI ACWI EX US 464288240   3,425,769 64,479 SH   SOLE   64,479 0 0
ISHARES TR MSCI INDIA ETF 46429B598   757,492 13,580 SH   SOLE   13,580 0 0
ISHARES TR US AER DEF ETF 464288760   4,717,882 35,728 SH   SOLE   35,728 0 0
JOHNSON & JOHNSON COM 478160104   553,654 3,788 SH   SOLE   3,788 0 0
LEXINFINTECH HLDGS LTD ADR 528877103   1,486,879 901,139 SH   SOLE   901,139 0 0
LIBERTY GLOBAL LTD COM CL A G61188101   522,900 30,000 SH   SOLE   30,000 0 0
MAMMOTH ENERGY SVCS INC COM 56155L108   72,417,452 22,078,491 SH   SOLE   22,078,491 0 0
MARATHON PETE CORP COM 56585A102   307,927 1,775 SH   SOLE   1,775 0 0
MAREX GROUP PLC ORD G5S37H101   500,760 25,038 SH   SOLE   25,038 0 0
MASTEC INC COM 576323109   265,549 2,482 SH   SOLE   2,482 0 0
MASTERCARD INCORPORATED CL A 57636Q104   494,099 1,120 SH   SOLE   1,120 0 0
MATCH GROUP INC NEW COM 57667L107   269,744 8,879 SH   SOLE   8,879 0 0
MCDONALDS CORP COM 580135101   565,745 2,220 SH   SOLE   2,220 0 0
MERCK & CO INC COM 58933Y105   949,175 7,667 SH   SOLE   7,667 0 0
MERUS N V COM N5749R100   1,893,440 32,000 SH   SOLE   32,000 0 0
META PLATFORMS INC CL A 30303M102   837,509 1,661 SH   SOLE   1,661 0 0
MICRON TECHNOLOGY INC COM 595112103   283,842 2,158 SH   SOLE   2,158 0 0
MICROSOFT CORP COM 594918104   543,044 1,215 SH   SOLE   1,215 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102   490,728 25,733 SH   SOLE   25,733 0 0
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104   615,580 14,000 SH   SOLE   14,000 0 0
MPLX LP COM UNIT REP LTD 55336V100   4,256,658 99,945 SH   SOLE   99,945 0 0
NAUTILUS BIOTECHNOLOGY INC COM 63909J108   487,539 208,350 SH   SOLE   208,350 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   1,022,859 58,583 SH   SOLE   58,583 0 0
NEPHROS INC COM 640671400   7,640,152 3,600,552 SH   SOLE   3,600,552 0 0
NEUMORA THERAPEUTICS INC. COM 640979100   1,126,459 114,594 SH   SOLE   114,594 0 0
NEXGEN ENERGY LTD COM 65340P106   234,556 33,604 SH   SOLE   33,604 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   744,014 26,918 SH   SOLE   26,918 0 0
NISOURCE INC COM 65473P105   1,209,501 41,982 SH   SOLE   41,982 0 0
NORFOLK SOUTHN CORP COM 655844108   2,790,970 13,000 SH   SOLE   13,000 0 0
NORTHROP GRUMMAN CORP COM 666807102   503,958 1,156 SH   SOLE   1,156 0 0
NOVO-NORDISK A S ADR 670100205   369,982 2,592 SH   SOLE   2,592 0 0
NRG ENERGY INC COM NEW 629377508   405,806 5,212 SH   SOLE   5,212 0 0
NUVATION BIO INC COM CL A 67080N101   184,740 63,267 SH   SOLE   63,267 0 0
OGE ENERGY CORP COM 670837103   303,450 8,500 SH   SOLE   8,500 0 0
OKEANIS ECO TANKERS COR SHS Y64177101   661,970 20,732 SH   SOLE   20,732 0 0
ONEMAIN HLDGS INC COM 68268W103   727,350 15,000 SH   SOLE   15,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   314,706 298 SH   SOLE   298 0 0
PALO ALTO NETWORKS INC COM 697435105   314,601 928 SH   SOLE   928 0 0
PAPA JOHNS INTL INC COM 698813102   367,478 7,822 SH   SOLE   7,822 0 0
PAYPAL HLDGS INC COM 70450Y103   290,150 5,000 SH   SOLE   5,000 0 0
PEMBINA PIPELINE CORP COM 706327103   862,755 23,266 SH   SOLE   23,266 0 0
PEPSICO INC COM 713448108   445,311 2,700 SH   SOLE   2,700 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   1,073,862 66,493 SH   SOLE   66,493 0 0
PERRIGO CO PLC SHS G97822103   282,480 11,000 SH   SOLE   11,000 0 0
PG&E CORP COM 69331C108   2,149,797 123,127 SH   SOLE   123,127 0 0
PNM RES INC COM 69349H107   406,560 11,000 SH   SOLE   11,000 0 0
PROCTER AND GAMBLE CO COM 742718109   440,666 2,672 SH   SOLE   2,672 0 0
QIFU TECHNOLOGY INC AMERICAN DEP 88557W101   2,607,832 132,176 SH   SOLE   132,176 0 0
QUALCOMM INC COM 747525103   344,781 1,731 SH   SOLE   1,731 0 0
QUANTA SVCS INC COM 74762E102   360,808 1,420 SH   SOLE   1,420 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   404,474 2,537 SH   SOLE   2,537 0 0
SAIA INC COM 78709Y105   394,609 832 SH   SOLE   832 0 0
SCORPIO TANKERS INC SHS Y7542C130   2,270,105 27,926 SH   SOLE   27,926 0 0
SEADRILL 2021 LTD COM G7997W102   1,297,388 25,192 SH   SOLE   25,192 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   350,563 3,846 SH   SOLE   3,846 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   5,019,860 122,108 SH   SOLE   122,108 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   495,550 3,400 SH   SOLE   3,400 0 0
SEMPRA COM 816851109   3,523,556 46,326 SH   SOLE   46,326 0 0
SERVICENOW INC COM 81762P102   251,734 320 SH   SOLE   320 0 0
SFL CORPORATION LTD SHS G7738W106   354,953 25,573 SH   SOLE   25,573 0 0
SHIFT4 PMTS INC CL A 82452J109   377,239 5,143 SH   SOLE   5,143 0 0
SONIC AUTOMOTIVE INC CL A 83545G102   335,535 6,160 SH   SOLE   6,160 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,412,795 2,596 SH   SOLE   2,596 0 0
SPDR SER TR S&P INS ETF 78464A789   1,028,990 20,650 SH   SOLE   20,650 0 0
STANDARD BIOTOOLS INC COM 34385P108   190,486 107,619 SH   SOLE   107,619 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204   11,177,304 458,462 SH   SOLE   458,462 0 0
STARBUCKS CORP COM 855244109   295,908 3,801 SH   SOLE   3,801 0 0
STELLANTIS N.V SHS N82405106   596,770 30,064 SH   SOLE   30,064 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106   3,660,867 93,223 SH   SOLE   93,223 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   778,669 4,480 SH   SOLE   4,480 0 0
TFI INTL INC COM 87241L109   517,205 3,563 SH   SOLE   3,563 0 0
TORM PLC SHS CL A G89479102   260,263 6,713 SH   SOLE   6,713 0 0
TRILOGY METALS INC NEW COM 89621C105   1,223,992 2,404,699 SH   SOLE   2,404,699 0 0
UBER TECHNOLOGIES INC COM 90353T100   283,452 3,900 SH   SOLE   3,900 0 0
ULTA BEAUTY INC COM 90384S303   387,413 1,004 SH   SOLE   1,004 0 0
UNION PAC CORP COM 907818108   294,138 1,300 SH   SOLE   1,300 0 0
UNITED STS OIL FD LP UNITS 91232N207   557,130 7,000 SH   SOLE   7,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   4,416,303 8,672 SH   SOLE   8,672 0 0
VALE S A SPONSORED ADS 91912E105   747,697 66,938 SH   SOLE   66,938 0 0
VALERO ENERGY CORP COM 91913Y100   510,411 3,256 SH   SOLE   3,256 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   6,178,483 182,095 SH   SOLE   182,095 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   822,604 19,530 SH   SOLE   19,530 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   5,029,475 15,907 SH   SOLE   15,907 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   1,190,956 6,524 SH   SOLE   6,524 0 0
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794   1,127,730 16,456 SH   SOLE   16,456 0 0
VENTYX BIOSCIENCES INC COM 92332V107   1,037,296 449,046 SH   SOLE   449,046 0 0
VERA THERAPEUTICS INC CL A 92337R101   1,695,214 46,855 SH   SOLE   46,855 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   309,747 3,578 SH   SOLE   3,578 0 0
VIATRIS INC COM 92556V106   1,027,921 96,700 SH   SOLE   96,700 0 0
VIPER ENERGY PARTNERS LP VNOM 92763M105   892,989 23,794 SH   SOLE   23,794 0 0
WALMART INC COM 931142103   4,767,732 70,414 SH   SOLE   70,414 0 0
WARRIOR MET COAL INC COM 93627C101   399,594 6,366 SH   SOLE   6,366 0 0
WAYSTAR HLDG CORP COM 946784105   645,000 30,000 SH   SOLE   30,000 0 0
XCEL ENERGY INC COM 98389B100   1,935,365 36,236 SH   SOLE   36,236 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   388,987 30,461 SH   SOLE   30,461 0 0