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

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

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
SALLY BEAUTY HLDGS INC COM 79546E104   898,625 63,552 SH   SOLE   63,552 0 0
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 85207K107   1,270,347 67,321 SH   SOLE   67,321 0 0
AMPLIFY ETF TR JR SILV MINE ETF 032108649   759,974 29,320 SH   SOLE   29,320 0 0
WORTHINGTON STL INC COM SHS 982104101   1,156,059 34,427 SH   SOLE   34,427 0 0
INSTEEL INDS INC COM 45774W108   1,336,652 44,260 SH   SOLE   44,260 0 0
UBER TECHNOLOGIES INC COM 90353T100   2,316,192 32,098 SH   SOLE   32,098 0 0
SEADRILL LTD COM G7997W102   1,382,510 36,555 SH   SOLE   36,555 0 0
ANTERO RESOURCES CORP COM 03674X106   3,518,814 100,137 SH   SOLE   100,137 0 0
COMPASS MINERALS INTL INC COM 20451N101   1,735,684 55,756 SH   SOLE   55,756 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   1,824,430 81,960 SH   SOLE   81,960 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   1,839,153 96,190 SH   SOLE   96,190 0 0
UNITED STS BRENT OIL FD LP UNIT 91167Q100   3,919,179 96,318 SH   SOLE   96,318 0 0
CAL MAINE FOODS INC COM NEW 128030202   5,533,264 68,685 SH   SOLE   68,685 0 0
ETFS GOLD TR PHYSCL GOLD SHS 00326A104   12,400,092 324,355 SH   SOLE   324,355 0 0
OPENLANE INC COM 48238T109   3,280,106 79,537 SH   SOLE   79,537 0 0
NOBLE CORP PLC ORD SHS A G65431127   5,559,036 149,036 SH   SOLE   149,036 0 0
TRIPLE FLAG PRECIOUS METAL COM 89679M104   5,678,955 189,488 SH   SOLE   189,488 0 0
HELMERICH & PAYNE INC COM 423452101   3,869,770 118,197 SH   SOLE   118,197 0 0
D R HORTON INC COM 23331A109   11,174,545 68,606 SH   SOLE   68,606 0 0
MOLINA HEALTHCARE INC COM 60855R100   12,211,208 53,394 SH   SOLE   53,394 0 0
RANGE RES CORP COM 75281A109   8,126,870 218,523 SH   SOLE   218,523 0 0
NATURAL RESOURCE PARTNERS LP COM UNIT LTD PAR 63900P608   8,290,053 85,464 SH   SOLE   85,464 0 0
VIPER ENERGY INC CL A 64361Q101   10,697,698 252,304 SH   SOLE   252,304 0 0
AUTONATION INC COM 05329W102   10,823,568 58,257 SH   SOLE   58,257 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   12,011,432 106,541 SH   SOLE   106,541 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   13,231,139 147,867 SH   SOLE   147,867 0 0
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 85207H104   13,782,229 456,819 SH   SOLE   456,819 0 0
DAVITA INC COM 23918K108   1,181,814 5,312 SH   SOLE   5,312 0 0
ALAMOS GOLD INC COM CL A 011532108   242,720 8,000 SH   SOLE   8,000 0 0
SLB LIMITED COM STK 806857108   252,208 5,425 SH   SOLE   5,425 0 0
ALPHABET INC CAP STK CL A 02079K305   268,028 750 SH   SOLE   750 0 0