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
AGNICO EAGLE MINES LTD COM 008474108   899,540 16,400 SH   SOLE   16,400 0 0
ALLBIRDS INC COM CL A 01675A109   122,500 100,000 SH   SOLE   100,000 0 0
BARRICK GOLD CORP COM 067901108   3,618,000 200,000 SH   SOLE   200,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   1,027,164 18,785 SH   SOLE   18,785 0 0
CENOVUS ENERGY INC COM 15135U109   1,625,290 97,615 SH   SOLE   97,615 0 0
ELI LILLY & CO COM 532457108   11,748,170 20,154 SH   SOLE   20,154 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   961,400 27,500 SH   SOLE   27,500 0 0
KINDER MORGAN INC DEL COM 49456B101   1,058,400 60,000 SH   SOLE   60,000 0 0
KROGER CO COM 501044101   502,810 11,000 SH   SOLE   11,000 0 0
NOBLE CORP PLC ORD SHS A G65431127   1,155,840 24,000 SH   SOLE   24,000 0 0
OCCIDENTAL PETE CORP COM 674599105   1,597,243 26,750 SH   SOLE   26,750 0 0
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162   603,415 15,500 PRN   SOLE   0 0 15,500
PAN AMERICAN SILVER CORP COM 697900108   502,964 30,800 SH   SOLE   30,800 0 0
SUNCOR ENERGY INC NEW COM 867224107   2,258,051 70,476 SH   SOLE   70,476 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   170,700 15,000 SH   SOLE   15,000 0 0